Ledyard National 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 | $261K | Sell |
2,371
-108
| -4% | -$11.9K | 0.02% | 192 |
|
|
2025
Q1 | $230K | Sell |
2,479
-94
| -4% | -$8.73K | 0.02% | 201 |
|
|
2024
Q4 | $261K | Hold |
2,573
| – | – | 0.02% | 188 |
|
|
2024
Q3 | $246K | Sell |
2,573
-26
| -1% | -$2.49K | 0.02% | 203 |
|
|
2024
Q2 | $241K | Sell |
2,599
-843
| -24% | -$78K | 0.02% | 199 |
|
|
2024
Q1 | $291K | Buy |
+3,442
| New | +$291K | 0.03% | 186 |
|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$38K | – | 457 |
|
|
2018
Q4 | $38K | Hold |
1,000
| – | – | 0.01% | 440 |
|
|
2018
Q3 | $44K | Hold |
1,000
| – | – | 0.01% | 434 |
|
|
2018
Q2 | $41K | Hold |
1,000
| – | – | ﹤0.01% | 447 |
|
|
2018
Q1 | $39K | Hold |
1,000
| – | – | ﹤0.01% | 465 |
|
|
2017
Q4 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 482 |
|
|
2017
Q3 | $36K | Sell |
1,000
-320
| -24% | -$11.5K | ﹤0.01% | 482 |
|
|
2017
Q2 | $45K | Sell |
1,320
-40
| -3% | -$1.36K | 0.01% | 418 |
|
|
2017
Q1 | $45K | Buy |
+1,360
| New | +$45K | 0.01% | 423 |
|