Wealthstreet Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-22,832
| Closed | -$1.49M | – | 208 |
|
|
2021
Q1 | $1.49M | Hold |
22,832
| – | – | 0.15% | 140 |
|
|
2020
Q4 | $1.46M | Buy |
+22,832
| New | +$1.46M | 0.15% | 138 |
|
|
2020
Q3 | – | Sell |
-22,832
| Closed | -$1.18M | – | 343 |
|
|
2020
Q2 | $1.18M | Hold |
22,832
| – | – | 0.15% | 132 |
|
|
2020
Q1 | $942K | Sell |
22,832
-280
| -1% | -$11.6K | 0.14% | 135 |
|
|
2019
Q4 | $1.12M | Hold |
23,112
| – | – | 0.13% | 142 |
|
|
2019
Q3 | $1.06M | Hold |
23,112
| – | – | 0.13% | 134 |
|
|
2019
Q2 | $1.04M | Hold |
23,112
| – | – | 0.13% | 143 |
|
|
2019
Q1 | $996K | Buy |
23,112
+120
| +0.5% | +$5.17K | 0.13% | 144 |
|
|
2018
Q4 | $906K | Sell |
22,992
-67,740
| -75% | -$2.67M | 0.13% | 144 |
|
|
2018
Q3 | $4.02M | Sell |
90,732
-3,496
| -4% | -$155K | 0.5% | 55 |
|
|
2018
Q2 | $3.83M | Sell |
94,228
-6,484
| -6% | -$264K | 0.51% | 54 |
|
|
2018
Q1 | $3.9M | Sell |
100,712
-2,544
| -2% | -$98.6K | 0.49% | 55 |
|
|
2017
Q4 | $3.94M | Buy |
+103,256
| New | +$3.94M | 0.48% | 59 |
|