Sanibel Captiva Trust Company’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
10,669
+3,764
| +55% | +$414K | 0.04% | 213 |
|
|
2025
Q1 | $641K | Sell |
6,905
-100
| -1% | -$9.28K | 0.02% | 250 |
|
|
2024
Q4 | $711K | Buy |
7,005
+109
| +2% | +$11.1K | 0.02% | 244 |
|
|
2024
Q3 | $660K | Sell |
6,896
-500
| -7% | -$47.9K | 0.02% | 250 |
|
|
2024
Q2 | $684K | Hold |
7,396
| – | – | 0.02% | 236 |
|
|
2024
Q1 | $625K | Hold |
7,396
| – | – | 0.02% | 238 |
|
|
2023
Q4 | $555K | Buy |
+7,396
| New | +$555K | 0.02% | 237 |
|