First Citizens Financial Corp’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
15,715
+1,141
| +8% | +$126K | 0.95% | 28 |
|
|
2025
Q1 | $1.35M | Buy |
14,574
+5,186
| +55% | +$481K | 0.77% | 36 |
|
|
2024
Q4 | $953K | Buy |
9,388
+314
| +3% | +$31.9K | 0.52% | 47 |
|
|
2024
Q3 | $869K | Buy |
9,074
+735
| +9% | +$70.4K | 0.46% | 51 |
|
|
2024
Q2 | $772K | Buy |
8,339
+2,098
| +34% | +$194K | 0.46% | 57 |
|
|
2024
Q1 | $527K | Buy |
6,241
+162
| +3% | +$13.7K | 0.31% | 61 |
|
|
2023
Q4 | $457K | Buy |
+6,079
| New | +$457K | 0.29% | 65 |
|
|
2021
Q4 | – | Sell |
-2,785
| Closed | -$206K | – | 106 |
|
|
2021
Q3 | $206K | Buy |
+2,785
| New | +$206K | 0.16% | 98 |
|
|
2021
Q2 | – | Sell |
-3,359
| Closed | -$219K | – | 115 |
|
|
2021
Q1 | $219K | Hold |
3,359
| – | – | 0.18% | 102 |
|
|
2020
Q4 | $214K | Buy |
+3,359
| New | +$214K | 0.19% | 99 |
|