1SB
1ST Source Bank’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
14,852
+2,512
| +20% | +$277K | 0.09% | 103 |
|
|
2025
Q1 | $1.15M | Sell |
12,340
-164
| -1% | -$15.2K | 0.07% | 120 |
|
|
2024
Q4 | $1.27M | Sell |
12,504
-34
| -0.3% | -$3.45K | 0.07% | 116 |
|
|
2024
Q3 | $1.2M | Sell |
12,538
-406
| -3% | -$38.9K | 0.07% | 122 |
|
|
2024
Q2 | $1.2M | Sell |
12,944
-460
| -3% | -$42.6K | 0.07% | 118 |
|
|
2024
Q1 | $1.13M | Buy |
13,404
+415
| +3% | +$35K | 0.07% | 125 |
|
|
2023
Q4 | $975K | Buy |
12,989
+750
| +6% | +$56.3K | 0.06% | 131 |
|
|
2023
Q3 | $837K | Buy |
+12,239
| New | +$837K | 0.06% | 134 |
|
|
2022
Q1 | – | Sell |
-2,548
| Closed | -$213K | – | 273 |
|
|
2021
Q4 | $213K | Buy |
+2,548
| New | +$213K | 0.01% | 257 |
|