Winfield Associates’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
2015
Q1
Sell
-4,000
Closed -$112K 298
2014
Q4
$112K Sell
4,000
-3,408
-46% -$95.4K 0.08% 133
2014
Q3
$198K Hold
7,408
0.15% 116
2014
Q2
$194K Buy
+7,408
New +$194K 0.14% 120