Colonial Trust Advisors’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
Q2 | $352K | Sell |
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|
2025
Q1 | $306K | Sell |
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|
2024
Q4 | $361K | Buy |
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|
2024
Q3 | $336K | Sell |
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|
2024
Q2 | $329K | Sell |
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|
2024
Q1 | $320K | Buy |
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|
2023
Q4 | $280K | Buy |
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|
2023
Q3 | $255K | Buy |
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|
2023
Q2 | $227K | Sell |
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|
2023
Q1 | $211K | Buy |
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|
2022
Q4 | $193K | Buy |
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|
2022
Q3 | $191K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $705K | Sell |
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|
2021
Q4 | $793K | Sell |
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|
2021
Q3 | $778K | Sell |
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|
2021
Q2 | $805K | Sell |
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|
2021
Q1 | $734K | Sell |
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|
2020
Q4 | $783K | Buy |
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|
2020
Q3 | $699K | Buy |
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|
2020
Q2 | $283K | Buy |
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|
2020
Q1 | $209K | Sell |
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|
2019
Q4 | $260K | Sell |
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|
2019
Q3 | $286K | Buy |
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|
2019
Q2 | $285K | Buy |
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|
2019
Q1 | $266K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $240K | Sell |
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|
2018
Q2 | $257K | Buy |
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|
2018
Q1 | $215K | Buy |
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