Sandy Spring 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
Q1 | $629K | Sell |
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|
2024
Q4 | $746K | Buy |
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|
2024
Q3 | $697K | Sell |
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|
2024
Q2 | $750K | Buy |
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|
2024
Q1 | $632K | Sell |
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|
2023
Q4 | $570K | Sell |
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|
2023
Q3 | $526K | Sell |
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|
2023
Q2 | $544K | Buy |
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|
2023
Q1 | $479K | Buy |
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|
2022
Q4 | $336K | Sell |
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|
2022
Q3 | $437K | Sell |
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|
2022
Q2 | $526K | Hold |
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|
2022
Q1 | $666K | Sell |
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|
2021
Q4 | $738K | Buy |
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|
2021
Q3 | $618K | Sell |
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|
2021
Q2 | $711K | Sell |
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|
2021
Q1 | $693K | Sell |
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|
2020
Q4 | $733K | Sell |
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|
2020
Q3 | $720K | Sell |
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|
2020
Q2 | $715K | Hold |
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|
2020
Q1 | $568K | Sell |
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|
2019
Q4 | $675K | Sell |
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|
2019
Q3 | $653K | Buy |
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|
2019
Q2 | $526K | Hold |
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|
2019
Q1 | $505K | Sell |
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|
2018
Q4 | $473K | Sell |
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|
2018
Q3 | $563K | Hold |
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|
2018
Q2 | $516K | Buy |
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|
2018
Q1 | $353K | Buy |
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|
2017
Q4 | $315K | Sell |
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|
2017
Q3 | $301K | Sell |
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|
2017
Q2 | $301K | Buy |
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|
2017
Q1 | $276K | Buy |
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|
2016
Q4 | $248K | Buy |
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|
2016
Q3 | $150K | Hold |
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|
2016
Q2 | $144K | Buy |
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|
2016
Q1 | $135K | Buy |
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|
2015
Q4 | $81K | Hold |
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|
2015
Q3 | $76K | Hold |
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|
2015
Q2 | $80K | Hold |
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|
2015
Q1 | $80K | Hold |
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|
2014
Q4 | $78K | Hold |
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|
2014
Q3 | $75K | Hold |
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|
2014
Q2 | $74K | Hold |
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|
2014
Q1 | $70K | Hold |
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|
2013
Q4 | $69K | Hold |
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|
2013
Q3 | $63K | Sell |
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|
2013
Q2 | $61K | Buy |
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