Wealthspire Advisors (Maryland)’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 | $11.3M | Buy |
195,216
+135,984
| +230% | +$7.86M | 0.4% | 37 |
|
|
2020
Q2 | $3.07M | Buy |
59,232
+8,104
| +16% | +$420K | 0.22% | 68 |
|
|
2020
Q1 | $2.11M | Buy |
51,128
+9,176
| +22% | +$379K | 0.18% | 78 |
|
|
2019
Q4 | $2.03M | Sell |
41,952
-12,628
| -23% | -$611K | 0.14% | 98 |
|
|
2019
Q3 | $2.46M | Sell |
54,580
-3,960
| -7% | -$178K | 0.18% | 80 |
|
|
2019
Q2 | $2.62M | Sell |
58,540
-6,256
| -10% | -$280K | 0.2% | 76 |
|
|
2019
Q1 | $2.79M | Sell |
64,796
-6,584
| -9% | -$284K | 0.21% | 73 |
|
|
2018
Q4 | $2.69M | Sell |
71,380
-228
| -0.3% | -$8.59K | 0.24% | 63 |
|
|
2018
Q3 | $3.17M | Sell |
71,608
-480
| -0.7% | -$21.3K | 0.26% | 60 |
|
|
2018
Q2 | $2.93M | Sell |
72,088
-780
| -1% | -$31.7K | 0.27% | 61 |
|
|
2018
Q1 | $2.83M | Sell |
72,868
-1,040
| -1% | -$40.3K | 0.27% | 61 |
|
|
2017
Q4 | $2.82M | Buy |
73,908
+1,924
| +3% | +$73.5K | 0.27% | 62 |
|
|
2017
Q3 | $2.58M | Buy |
71,984
+3,632
| +5% | +$130K | 0.28% | 58 |
|
|
2017
Q2 | $2.34M | Buy |
68,352
+37,840
| +124% | +$1.29M | 0.28% | 62 |
|
|
2017
Q1 | $1M | Sell |
30,512
-6,612
| -18% | -$217K | 0.14% | 99 |
|
|
2016
Q4 | $1.13M | Sell |
37,124
-2,700
| -7% | -$82.2K | 0.17% | 90 |
|
|
2016
Q3 | $1.21M | Sell |
39,824
-2,500
| -6% | -$76K | 0.19% | 85 |
|
|
2016
Q2 | $1.23M | Sell |
42,324
-2,040
| -5% | -$59.5K | 0.21% | 79 |
|
|
2016
Q1 | $1.29M | Sell |
44,364
-9,068
| -17% | -$263K | 0.23% | 70 |
|
|
2015
Q4 | $1.55M | Buy |
+53,432
| New | +$1.55M | 0.29% | 60 |
|