SVB Investment Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $326K | Buy |
4,265
+1,305
| +44% | +$99.7K | 0.2% | 37 |
|
|
2021
Q4 | $250K | Hold |
2,960
| – | – | 0.17% | 37 |
|
|
2021
Q3 | $219K | Hold |
2,960
| – | – | 0.15% | 36 |
|
|
2021
Q2 | $215K | Buy |
+2,960
| New | +$215K | 0.14% | 36 |
|
|
2021
Q1 | – | Sell |
-2,960
| Closed | -$189K | – | 44 |
|
|
2020
Q4 | $189K | Hold |
2,960
| – | – | 0.15% | 40 |
|
|
2020
Q3 | $171K | Hold |
2,960
| – | – | 0.14% | 40 |
|
|
2020
Q2 | $154K | Buy |
+2,960
| New | +$154K | 0.14% | 36 |
|