First County Bank’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 | $739K | Sell |
6,713
-859
| -11% | -$94.6K | 0.4% | 76 |
|
2025
Q1 | $703K | Sell |
7,572
-3,135
| -29% | -$291K | 0.39% | 85 |
|
2024
Q4 | $1.09M | Sell |
10,707
-2,299
| -18% | -$233K | 0.61% | 50 |
|
2024
Q3 | $1.25M | Sell |
13,006
-125
| -1% | -$12K | 0.61% | 48 |
|
2024
Q2 | $1.22M | Sell |
13,131
-7,874
| -37% | -$729K | 0.62% | 48 |
|
2024
Q1 | $1.77M | Buy |
21,005
+375
| +2% | +$31.7K | 0.87% | 33 |
|
2023
Q4 | $1.55M | Sell |
20,630
-241
| -1% | -$18.1K | 0.75% | 40 |
|
2023
Q3 | $1.43M | Buy |
20,871
+1,951
| +10% | +$133K | 0.74% | 41 |
|
2023
Q2 | $1.33M | Buy |
18,920
+6,312
| +50% | +$445K | 0.65% | 55 |
|
2023
Q1 | $806K | Sell |
12,608
-5,122
| -29% | -$327K | 0.4% | 81 |
|
2022
Q4 | $1.04M | Buy |
+17,730
| New | +$1.04M | 0.5% | 64 |
|