First National 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 | $1.26M | Sell |
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|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.65M | Sell |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $1.51M | Buy |
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|
2024
Q1 | $984K | Sell |
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|
2023
Q4 | $904K | Buy |
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|
2023
Q3 | $809K | Buy |
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|
2023
Q2 | $828K | Buy |
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|
2023
Q1 | $689K | Sell |
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|
2022
Q4 | $683K | Sell |
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|
2022
Q3 | $685K | Sell |
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|
2022
Q2 | $748K | Sell |
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|
2022
Q1 | $967K | Sell |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $985K | Sell |
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|
2021
Q2 | $974K | Sell |
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|
2021
Q1 | $896K | Sell |
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|
2020
Q4 | $1.24M | Sell |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.02M | Hold |
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|
2020
Q1 | $813K | Sell |
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|
2019
Q4 | $981K | Buy |
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|
2019
Q3 | $910K | Sell |
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|
2019
Q2 | $910K | Sell |
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|
2019
Q1 | $952K | Buy |
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|
2018
Q4 | $781K | Sell |
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|
2018
Q3 | $1.06M | Buy |
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|
2018
Q2 | $923K | Sell |
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|
2018
Q1 | $883K | Buy |
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|
2017
Q4 | $856K | Buy |
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|
2017
Q3 | $799K | Buy |
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|
2017
Q2 | $719K | Buy |
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|
2017
Q1 | $483K | Buy |
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|
2016
Q4 | $223K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $251K | Sell |
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|
2015
Q4 | $301K | Sell |
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|
2015
Q3 | $282K | Buy |
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