Montecito Bank & Trust’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 | $3.11M | Buy |
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|
2025
Q1 | $2.41M | Sell |
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|
2024
Q4 | $2.64M | Hold |
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|
2024
Q3 | $2.49M | Sell |
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|
2024
Q2 | $2.42M | Hold |
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|
2024
Q1 | $2.2M | Sell |
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|
2023
Q4 | $1.97M | Hold |
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|
2023
Q3 | $1.8M | Buy |
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|
2023
Q2 | $1.85M | Sell |
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|
2023
Q1 | $1.68M | Sell |
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|
2022
Q4 | $1.55M | Buy |
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|
2022
Q3 | $958K | Hold |
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|
2022
Q2 | $999K | Hold |
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|
2022
Q1 | $1.26M | Sell |
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|
2021
Q4 | $1.44M | Sell |
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|
2021
Q3 | $1.27M | Hold |
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|
2021
Q2 | $1.25M | Hold |
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|
2021
Q1 | $1.12M | Sell |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $1M | Hold |
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|
2020
Q2 | $902K | Hold |
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|
2020
Q1 | $718K | Hold |
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|
2019
Q4 | $842K | Hold |
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|
2019
Q3 | $783K | Hold |
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|
2019
Q2 | $779K | Sell |
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|
2019
Q1 | $1.02M | Buy |
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|
2018
Q4 | $868K | Buy |
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|
2018
Q3 | $770K | Hold |
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|
2018
Q2 | $707K | Hold |
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|
2018
Q1 | $674K | Sell |
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|
2017
Q4 | $702K | Hold |
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|
2017
Q3 | $659K | Hold |
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|
2017
Q2 | $629K | Hold |
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|
2017
Q1 | $605K | Hold |
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|
2016
Q4 | $560K | Hold |
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|
2016
Q3 | $559K | Hold |
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|
2016
Q2 | $536K | Hold |
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|
2016
Q1 | $533K | Hold |
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|
2015
Q4 | $532K | Buy |
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|
2015
Q3 | $445K | Buy |
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|
2015
Q2 | $414K | Hold |
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|
2015
Q1 | $414K | Hold |
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|
2014
Q4 | $405K | Hold |
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|
2014
Q3 | $388K | Hold |
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|
2014
Q2 | $382K | Buy |
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|
2014
Q1 | $223K | Hold |
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|
2013
Q4 | $220K | Sell |
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|
2013
Q3 | $333K | Hold |
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|
2013
Q2 | $313K | Buy |
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