NBT 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 | $730K | Sell |
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|
2025
Q2 | $830K | Sell |
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|
2025
Q1 | $768K | Sell |
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|
2024
Q4 | $861K | Sell |
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|
2024
Q3 | $838K | Sell |
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|
2024
Q2 | $820K | Buy |
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|
2024
Q1 | $734K | Buy |
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|
2023
Q4 | $539K | Buy |
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|
2023
Q3 | $487K | Hold |
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|
2023
Q2 | $501K | Sell |
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|
2023
Q1 | $463K | Sell |
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|
2022
Q4 | $433K | Buy |
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