Essex Savings Bank’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 | $1.86M | Sell |
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|
2025
Q1 | $1.59M | Sell |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $1.72M | Hold |
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|
2024
Q2 | $1.67M | Hold |
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|
2024
Q1 | $1.35M | Hold |
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|
2023
Q4 | $1.35M | Hold |
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|
2023
Q3 | $1.23M | Hold |
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|
2023
Q2 | $1.27M | Hold |
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $1.25M | Hold |
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|
2022
Q3 | $1.23M | Hold |
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|
2022
Q2 | $1.29M | Hold |
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|
2022
Q1 | $1.63M | Hold |
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|
2021
Q4 | $1.78M | Hold |
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|
2021
Q3 | $1.68M | Hold |
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|
2021
Q2 | $1.47M | Hold |
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|
2021
Q1 | $1.35M | Hold |
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|
2020
Q4 | $1.36M | Hold |
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|
2020
Q3 | $1.23M | Hold |
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|
2020
Q2 | $1.11M | Hold |
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|
2020
Q1 | $880K | Buy |
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|
2019
Q4 | $569K | Hold |
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|
2019
Q3 | $529K | Hold |
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|
2019
Q2 | $527K | Sell |
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|
2019
Q1 | $661K | Buy |
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|
2018
Q4 | $40K | Buy |
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