Oakworth Capital’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 | $1.2M | Sell |
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|
2025
Q2 | $1.1M | Sell |
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|
2025
Q1 | $931K | Buy |
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|
2024
Q4 | $957K | Hold |
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|
2024
Q3 | $903K | Buy |
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|
2024
Q2 | $730K | Sell |
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|
2024
Q1 | $743K | Sell |
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|
2023
Q4 | $694K | Sell |
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|
2023
Q3 | $647K | Sell |
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|
2023
Q2 | $710K | Buy |
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|
2023
Q1 | $613K | Hold |
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|
2022
Q4 | $561K | Sell |
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|
2022
Q3 | $559K | Sell |
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|
2022
Q2 | $584K | Sell |
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|
2022
Q1 | $740K | Hold |
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|
2021
Q4 | $811K | Sell |
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|
2021
Q3 | $726K | Sell |
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|
2021
Q2 | $747K | Hold |
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|
2021
Q1 | $669K | Sell |
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|
2020
Q4 | $665K | Sell |
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|
2020
Q3 | $603K | Hold |
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|
2020
Q2 | $541K | Buy |
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|
2020
Q1 | $403K | Hold |
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|
2019
Q4 | $481K | Sell |
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|
2019
Q3 | $463K | Hold |
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|
2019
Q2 | $461K | Sell |
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|
2019
Q1 | $449K | Sell |
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|
2018
Q4 | $532K | Sell |
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|
2018
Q3 | $637K | Hold |
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|
2018
Q2 | $585K | Hold |
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|
2018
Q1 | $559K | Sell |
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|
2017
Q4 | $595K | Hold |
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|
2017
Q3 | $556K | Hold |
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|
2017
Q2 | $535K | Sell |
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|
2017
Q1 | $554K | Sell |
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|
2016
Q4 | $518K | Buy |
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|
2016
Q3 | $519K | Buy |
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|
2016
Q2 | $360K | Hold |
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|
2016
Q1 | $355K | Buy |
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|
2015
Q4 | $216K | Buy |
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