Williams Jones & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $215K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $249K | Hold |
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|
2018
Q2 | $228K | Sell |
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|
2018
Q1 | $240K | Sell |
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|
2017
Q4 | $264K | Sell |
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|
2017
Q3 | $250K | Sell |
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|
2017
Q2 | $241K | Sell |
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|
2017
Q1 | $237K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $202K | Sell |
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|
2014
Q1 | $516K | Buy |
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|
2013
Q4 | $260K | Hold |
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|
2013
Q3 | $235K | Sell |
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|
2013
Q2 | $234K | Buy |
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