Fiduciary 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 | $1.15M | Hold |
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|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $910K | Buy |
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|
2024
Q3 | $830K | Buy |
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|
2024
Q2 | $774K | Hold |
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|
2024
Q1 | $706K | Hold |
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|
2023
Q4 | $628K | Hold |
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|
2023
Q3 | $572K | Hold |
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|
2023
Q2 | $590K | Buy |
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|
2023
Q1 | $414K | Sell |
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|
2022
Q4 | $460K | Buy |
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|
2022
Q3 | $430K | Sell |
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|
2022
Q2 | $700K | Buy |
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|
2022
Q1 | $826K | Sell |
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|
2021
Q4 | $1.06M | Hold |
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|
2021
Q3 | $939K | Buy |
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|
2021
Q2 | $545K | Sell |
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|
2021
Q1 | $499K | Hold |
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|
2020
Q4 | $489K | Sell |
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|
2020
Q3 | $615K | Buy |
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|
2020
Q2 | $305K | Sell |
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|
2020
Q1 | $261K | Buy |
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