FineMark National Bank & 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 | $11.3M | Buy |
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|
2025
Q2 | $9.24M | Sell |
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|
2025
Q1 | $7.9M | Buy |
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|
2024
Q4 | $8.59M | Buy |
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|
2024
Q3 | $7.23M | Buy |
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|
2024
Q2 | $6.58M | Buy |
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|
2024
Q1 | $5.72M | Sell |
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|
2023
Q4 | $5.19M | Buy |
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|
2023
Q3 | $4.26M | Buy |
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|
2023
Q2 | $4.36M | Sell |
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|
2023
Q1 | $4.21M | Sell |
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|
2022
Q4 | $3.89M | Buy |
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|
2022
Q3 | $3.37M | Sell |
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|
2022
Q2 | $3.69M | Sell |
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|
2022
Q1 | $4.91M | Sell |
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|
2021
Q4 | $6.05M | Buy |
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|
2021
Q3 | $4.38M | Buy |
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|
2021
Q2 | $4.23M | Buy |
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|
2021
Q1 | $3.59M | Buy |
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|
2020
Q4 | $2.92M | Sell |
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|
2020
Q3 | $2.77M | Buy |
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|
2020
Q2 | $2.41M | Sell |
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|
2020
Q1 | $1.96M | Sell |
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|
2019
Q4 | $2.42M | Buy |
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|
2019
Q3 | $2.23M | Sell |
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|
2019
Q2 | $2.52M | Sell |
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|
2019
Q1 | $3.45M | Sell |
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|
2018
Q4 | $3.22M | Sell |
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|
2018
Q3 | $4.22M | Buy |
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|
2018
Q2 | $3.62M | Sell |
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|
2018
Q1 | $3.61M | Sell |
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|
2017
Q4 | $3.69M | Sell |
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|
2017
Q3 | $3.79M | Sell |
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|
2017
Q2 | $3.79M | Buy |
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|
2017
Q1 | $3.63M | Buy |
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|
2016
Q4 | $3.34M | Buy |
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|
2016
Q3 | $2.79M | Buy |
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|
2016
Q2 | $2.21M | Buy |
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|
2016
Q1 | $2.1M | Sell |
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|
2015
Q4 | $2.25M | Buy |
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|
2015
Q3 | $1.73M | Buy |
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|
2015
Q2 | $1.58M | Buy |
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|
2015
Q1 | $1.36M | Sell |
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|
2014
Q4 | $1.35M | Buy |
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|
2014
Q3 | $1.04M | Buy |
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|
2014
Q2 | $947K | Hold |
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|
2014
Q1 | $899K | Buy |
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|
2013
Q4 | $785K | Buy |
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|
2013
Q3 | $705K | Buy |
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|
2013
Q2 | $244K | Buy |
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