WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $69K | Buy |
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|
2017
Q1 | $17K | Sell |
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|
2016
Q4 | $64K | Sell |
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|
2016
Q3 | $218K | Buy |
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|
2016
Q2 | $94K | Buy |
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|
2016
Q1 | $62K | Sell |
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|
2015
Q4 | $322K | Sell |
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|
2015
Q3 | $342K | Sell |
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|
2015
Q2 | $408K | Buy |
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|
2015
Q1 | $150K | Sell |
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|
2014
Q4 | $181K | Buy |
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|
2014
Q3 | $106K | Buy |
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|
2014
Q2 | $102K | Buy |
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|
2014
Q1 | $93K | Buy |
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|
2013
Q4 | $91K | Buy |
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|
2013
Q3 | $29K | Buy |
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|
2013
Q2 | $26K | Buy |
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