Private Trust Company’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
$3.63M Sell
2025
Q2
$3.33M Sell
2025
Q1
$2.93M Sell
2024
Q4
$3.29M Buy
2024
Q3
$2.67M Sell
2024
Q2
$2.65M Buy
2024
Q1
$1.98M Buy
2023
Q4
$1.61M Buy
2023
Q3
$1.36M Buy
2023
Q2
$1.13M Sell
2023
Q1
$1.08M Sell
2022
Q4
$993K Sell
2022
Q3
$1.25M Buy
2022
Q2
$1.3M Buy