First United Bank & Trust’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
Q1 | – | Sell |
-100
| Closed | -$10.2K | – | 416 |
|
|
2024
Q4 | $10.2K | Hold |
100
| – | – | ﹤0.01% | 310 |
|
|
2024
Q3 | $9.58K | Sell |
100
-40
| -29% | -$3.83K | ﹤0.01% | 313 |
|
|
2024
Q2 | $13K | Hold |
140
| – | – | ﹤0.01% | 317 |
|
|
2024
Q1 | $11.8K | Hold |
140
| – | – | ﹤0.01% | 338 |
|
|
2023
Q4 | $10.5K | Buy |
+140
| New | +$10.5K | ﹤0.01% | 345 |
|