First Western Trust Bank’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 | $2.4M | Sell |
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|
2025
Q2 | $2.86M | Hold |
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|
2025
Q1 | $2.41M | Sell |
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|
2024
Q4 | $2.65M | Sell |
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|
2024
Q3 | $2.56M | Sell |
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|
2024
Q2 | $2.5M | Hold |
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|
2024
Q1 | $2.28M | Hold |
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|
2023
Q4 | $2.03M | Buy |
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|
2023
Q3 | $1.74M | Hold |
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|
2023
Q2 | $1.8M | Hold |
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|
2023
Q1 | $1.63M | Hold |
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|
2022
Q4 | $1.49M | Sell |
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|
2022
Q3 | $1.52M | Sell |
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|
2022
Q2 | $1.67M | Sell |
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|
2022
Q1 | $2.18M | Buy |
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