Fulton 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 | $545K | Buy |
4,952
+116
| +2% | +$12.8K | 0.02% | 412 |
|
|
2025
Q1 | $449K | Sell |
4,836
-2,089
| -30% | -$194K | 0.02% | 434 |
|
|
2024
Q4 | $703K | Buy |
6,925
+2,982
| +76% | +$303K | 0.03% | 338 |
|
|
2024
Q3 | $378K | Sell |
3,943
-105
| -3% | -$10.1K | 0.01% | 492 |
|
|
2024
Q2 | $375K | Sell |
4,048
-540
| -12% | -$50K | 0.02% | 460 |
|
|
2024
Q1 | $387K | Sell |
4,588
-150
| -3% | -$12.7K | 0.02% | 449 |
|
|
2023
Q4 | $356K | Hold |
4,738
| – | – | 0.02% | 441 |
|
|
2023
Q3 | $324K | Hold |
4,738
| – | – | 0.02% | 440 |
|
|
2023
Q2 | $334K | Hold |
4,738
| – | – | 0.02% | 424 |
|
|
2023
Q1 | $303K | Hold |
4,738
| – | – | 0.02% | 432 |
|
|
2022
Q4 | $277K | Hold |
4,738
| – | – | 0.02% | 426 |
|
|
2022
Q3 | $274K | Hold |
4,738
| – | – | 0.02% | 394 |
|
|
2022
Q2 | $286K | Hold |
4,738
| – | – | 0.02% | 390 |
|
|
2022
Q1 | $362K | Sell |
4,738
-160
| -3% | -$12.2K | 0.02% | 382 |
|
|
2021
Q4 | $410K | Hold |
4,898
| – | – | 0.02% | 374 |
|
|
2021
Q3 | $362K | Hold |
4,898
| – | – | 0.02% | 382 |
|
|
2021
Q2 | $356K | Sell |
4,898
-190
| -4% | -$13.8K | 0.02% | 365 |
|
|
2021
Q1 | $331K | Hold |
5,088
| – | – | 0.02% | 351 |
|
|
2020
Q4 | $325K | Hold |
5,088
| – | – | 0.02% | 337 |
|
|
2020
Q3 | $294K | Sell |
5,088
-720
| -12% | -$41.6K | 0.02% | 339 |
|
|
2020
Q2 | $301K | Buy |
+5,808
| New | +$301K | 0.02% | 317 |
|
|
2020
Q1 | – | Sell |
-5,172
| Closed | -$250K | – | 408 |
|
|
2019
Q4 | $250K | Buy |
+5,172
| New | +$250K | 0.02% | 384 |
|