First Western Trust 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 | $2.86M | Hold |
25,966
| – | – | 0.13% | 53 |
|
|
2025
Q1 | $2.41M | Sell |
25,966
-165
| -0.6% | -$15.3K | 0.12% | 56 |
|
|
2024
Q4 | $2.65M | Sell |
26,131
-574
| -2% | -$58.3K | 0.12% | 57 |
|
|
2024
Q3 | $2.56M | Sell |
26,705
-311
| -1% | -$29.8K | 0.12% | 60 |
|
|
2024
Q2 | $2.5M | Hold |
27,016
| – | – | 0.12% | 58 |
|
|
2024
Q1 | $2.28M | Hold |
27,016
| – | – | 0.1% | 63 |
|
|
2023
Q4 | $2.03M | Buy |
27,016
+1,535
| +6% | +$115K | 0.1% | 67 |
|
|
2023
Q3 | $1.74M | Hold |
25,481
| – | – | 0.09% | 70 |
|
|
2023
Q2 | $1.8M | Hold |
25,481
| – | – | 0.09% | 71 |
|
|
2023
Q1 | $1.63M | Hold |
25,481
| – | – | 0.08% | 74 |
|
|
2022
Q4 | $1.49M | Sell |
25,481
-767
| -3% | -$44.9K | 0.09% | 71 |
|
|
2022
Q3 | $1.52M | Sell |
26,248
-1,131
| -4% | -$65.4K | 0.1% | 69 |
|
|
2022
Q2 | $1.67M | Sell |
27,379
-669
| -2% | -$40.9K | 0.11% | 66 |
|
|
2022
Q1 | $2.18M | Buy |
+28,048
| New | +$2.18M | 0.11% | 66 |
|