Sunflower Bank Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $459K | Sell |
7,940
-40
| -0.5% | -$2.31K | 0.15% | 68 |
|
|
2020
Q2 | $414K | Hold |
7,980
| – | – | 0.14% | 89 |
|
|
2020
Q1 | $329K | Hold |
7,980
| – | – | 0.13% | 91 |
|
|
2019
Q4 | $386K | Sell |
7,980
-100
| -1% | -$4.84K | 0.12% | 102 |
|
|
2019
Q3 | $364K | Buy |
8,080
+60
| +0.7% | +$2.7K | 0.12% | 104 |
|
|
2019
Q2 | $359K | Hold |
8,020
| – | – | 0.12% | 105 |
|
|
2019
Q1 | $346K | Sell |
8,020
-80
| -1% | -$3.45K | 0.1% | 109 |
|
|
2018
Q4 | $305K | Sell |
8,100
-4,740
| -37% | -$178K | 0.1% | 107 |
|
|
2018
Q3 | $569K | Buy |
12,840
+4,740
| +59% | +$210K | 0.16% | 89 |
|
|
2018
Q2 | $329K | Hold |
8,100
| – | – | 0.1% | 111 |
|
|
2018
Q1 | $314K | Hold |
8,100
| – | – | 0.09% | 112 |
|
|
2017
Q4 | $309K | Hold |
8,100
| – | – | 0.08% | 110 |
|
|
2017
Q3 | $290K | Sell |
8,100
-60,196
| -88% | -$2.16M | 0.1% | 77 |
|
|
2017
Q2 | $2.34M | Buy |
68,296
+60,196
| +743% | +$2.06M | 0.79% | 26 |
|
|
2017
Q1 | $266K | Hold |
8,100
| – | – | 0.09% | 82 |
|
|
2016
Q4 | $247K | Buy |
+8,100
| New | +$247K | 0.09% | 81 |
|