Independence Bank of Kentucky’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 | $68.8K | Buy |
625
+75
| +14% | +$8.26K | 0.01% | 374 |
|
|
2025
Q1 | $51.1K | Hold |
550
| – | – | 0.01% | 391 |
|
|
2024
Q4 | $55.8K | Hold |
550
| – | – | 0.01% | 383 |
|
|
2024
Q3 | $52.7K | Sell |
550
-82
| -13% | -$7.85K | 0.01% | 369 |
|
|
2024
Q2 | $58.5K | Hold |
632
| – | – | 0.02% | 336 |
|
|
2024
Q1 | $53.4K | Hold |
632
| – | – | 0.02% | 324 |
|
|
2023
Q4 | $47.5K | Hold |
632
| – | – | 0.02% | 316 |
|
|
2023
Q3 | $43.2K | Hold |
632
| – | – | 0.02% | 298 |
|
|
2023
Q2 | $44.5K | Hold |
632
| – | – | 0.02% | 298 |
|
|
2023
Q1 | $40.4K | Hold |
632
| – | – | 0.02% | 273 |
|
|
2022
Q4 | $37K | Hold |
632
| – | – | 0.02% | 276 |
|
|
2022
Q3 | $37K | Hold |
632
| – | – | 0.02% | 262 |
|
|
2022
Q2 | $38K | Hold |
632
| – | – | 0.02% | 267 |
|
|
2022
Q1 | $48K | Sell |
632
-100
| -14% | -$7.6K | 0.02% | 261 |
|
|
2021
Q4 | $61K | Sell |
732
-40
| -5% | -$3.33K | 0.02% | 228 |
|
|
2021
Q3 | $57K | Hold |
772
| – | – | 0.02% | 233 |
|
|
2021
Q2 | $56K | Buy |
772
+40
| +5% | +$2.9K | 0.02% | 228 |
|
|
2021
Q1 | $48K | Hold |
732
| – | – | 0.02% | 233 |
|
|
2020
Q4 | $47K | Hold |
732
| – | – | 0.02% | 229 |
|
|
2020
Q3 | $42K | Buy |
+732
| New | +$42K | 0.02% | 223 |
|