Community Financial Services Group’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
$323K Hold
2025
Q2
$295K Hold
2025
Q1
$248K Sell
2024
Q4
$348K Hold
2024
Q3
$328K Sell
2024
Q2
$369K Hold
2024
Q1
$337K Buy