Chevy Chase Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $264K | Sell |
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|
2025
Q2 | $252K | Buy |
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|
2025
Q1 | $210K | Hold |
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|
2024
Q4 | $229K | Hold |
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|
2024
Q3 | $216K | Hold |
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|
2024
Q2 | $209K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $289K | Buy |
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|
2022
Q4 | $244K | Hold |
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|
2022
Q3 | $241K | Buy |
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|
2022
Q2 | $201K | Sell |
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|
2022
Q1 | $393K | Sell |
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|
2021
Q4 | $533K | Sell |
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|
2021
Q3 | $502K | Buy |
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|
2021
Q2 | $369K | Sell |
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|
2021
Q1 | $353K | Buy |
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|
2020
Q4 | $318K | Hold |
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|
2020
Q3 | $288K | Hold |
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|
2020
Q2 | $259K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $231K | Sell |
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|
2019
Q3 | $224K | Sell |
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|
2019
Q2 | $269K | Hold |
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|
2019
Q1 | $269K | Sell |
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|
2018
Q4 | $345K | Hold |
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|
2018
Q3 | $406K | Buy |
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|
2018
Q2 | $350K | Hold |
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|
2018
Q1 | $333K | Sell |
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|
2017
Q4 | $358K | Buy |
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