Sabal 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
Q1 | – | Sell |
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|
2024
Q4 | $276K | Hold |
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|
2024
Q3 | $260K | Hold |
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|
2024
Q2 | $251K | Sell |
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|
2024
Q1 | $547K | Hold |
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|
2023
Q4 | $486K | Hold |
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|
2023
Q3 | $443K | Hold |
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|
2023
Q2 | $456K | Hold |
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|
2023
Q1 | $414K | Hold |
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|
2022
Q4 | $379K | Hold |
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|
2022
Q3 | $375K | Hold |
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|
2022
Q2 | $391K | Hold |
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|
2022
Q1 | $495K | Hold |
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|
2021
Q4 | $542K | Sell |
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|
2021
Q3 | $504K | Hold |
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|
2021
Q2 | $496K | Hold |
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|
2021
Q1 | $444K | Hold |
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|
2020
Q4 | $435K | Buy |
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