Davidson Trust Company’s iShares S&P 500 Growth ETF IVW Stock Holding History

Davidson Trust Company’s Portfolio IVW Stock Details IVW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$325K	Hold
2025 Q2	$296K	Hold
2025 Q1	$250K	Buy
2024 Q4	$263K	Hold
2024 Q3	$248K	Buy
2024 Q2	$227K	Hold
2024 Q1	$207K	Buy
2022 Q1	–	Sell
2021 Q4	$205K	Buy