Wealthstreet Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.49M | Hold |
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|
2020
Q4 | $1.46M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.18M | Hold |
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|
2020
Q1 | $942K | Sell |
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|
2019
Q4 | $1.12M | Hold |
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|
2019
Q3 | $1.06M | Hold |
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|
2019
Q2 | $1.04M | Hold |
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|
2019
Q1 | $996K | Buy |
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|
2018
Q4 | $906K | Sell |
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|
2018
Q3 | $4.02M | Sell |
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|
2018
Q2 | $3.83M | Sell |
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|
2018
Q1 | $3.9M | Sell |
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|
2017
Q4 | $3.94M | Buy |
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