Wealthspire Advisors (Maryland)’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $11.3M | Buy |
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2020
Q2 | $3.07M | Buy |
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2020
Q1 | $2.11M | Buy |
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|
2019
Q4 | $2.03M | Sell |
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|
2019
Q3 | $2.46M | Sell |
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|
2019
Q2 | $2.62M | Sell |
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|
2019
Q1 | $2.79M | Sell |
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|
2018
Q4 | $2.69M | Sell |
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|
2018
Q3 | $3.17M | Sell |
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|
2018
Q2 | $2.93M | Sell |
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|
2018
Q1 | $2.83M | Sell |
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|
2017
Q4 | $2.82M | Buy |
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|
2017
Q3 | $2.58M | Buy |
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|
2017
Q2 | $2.34M | Buy |
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|
2017
Q1 | $1M | Sell |
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|
2016
Q4 | $1.13M | Sell |
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|
2016
Q3 | $1.21M | Sell |
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|
2016
Q2 | $1.23M | Sell |
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|
2016
Q1 | $1.28M | Sell |
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|
2015
Q4 | $1.55M | Buy |
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