Colonial 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 | $258K | Sell |
|
|||||
|
2025
Q2 | $239K | Hold |
|
|||||
|
2025
Q1 | $202K | Sell |
|
|||||
|
2024
Q4 | $225K | Sell |
|
|||||
|
2024
Q3 | $224K | Hold |
|
|||||
|
2024
Q2 | $217K | Hold |
|
|||||
|
2024
Q1 | $198K | Hold |
|
|||||
|
2023
Q4 | $176K | Hold |
|
|||||
|
2023
Q3 | $160K | Hold |
|
|||||
|
2023
Q2 | $165K | Hold |
|
|||||
|
2023
Q1 | $150K | Hold |
|
|||||
|
2022
Q4 | $137K | Sell |
|
|||||
|
2022
Q3 | $152K | Buy |
|