Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $284K | Buy |
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|
2020
Q3 | $412K | Sell |
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|
2020
Q2 | $382K | Buy |
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|
2020
Q1 | $122K | Sell |
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|
2019
Q4 | $356K | Buy |
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|
2019
Q3 | $134K | Sell |
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|
2019
Q2 | $340K | Sell |
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|
2019
Q1 | $386K | Buy |
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|
2018
Q4 | $100K | Sell |
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|
2018
Q3 | $132K | Hold |
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|
2018
Q2 | $120K | Hold |
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|
2018
Q1 | $114K | Buy |
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|
2017
Q4 | $98.1K | Hold |
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|
2017
Q3 | $92.1K | Sell |
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|
2017
Q2 | $204K | Buy |
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|
2017
Q1 | $115K | Buy |
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|
2016
Q4 | $67.3K | Hold |
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|
2016
Q3 | $67.3K | Hold |
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|
2016
Q2 | $64.5K | Buy |
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|
2016
Q1 | $64.1K | Sell |
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|
2015
Q4 | $97K | Buy |
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|
2015
Q3 | $57.5K | Sell |
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|
2015
Q2 | $110K | Hold |
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|
2015
Q1 | $110K | Hold |
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|
2014
Q4 | $108K | Hold |
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|
2014
Q3 | $103K | Buy |
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|
2014
Q2 | $52.6K | Hold |
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|
2014
Q1 | $49.9K | Sell |
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|
2013
Q4 | $56K | Buy |
|