Security National Bank’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 | $1.62M | Buy |
14,730
+3,898
| +36% | +$429K | 0.28% | 60 |
|
|
2025
Q1 | $1.01M | Buy |
10,832
+554
| +5% | +$51.4K | 0.19% | 70 |
|
|
2024
Q4 | $1.04M | Buy |
10,278
+253
| +3% | +$25.7K | 0.15% | 61 |
|
|
2024
Q3 | $960K | Hold |
10,025
| – | – | 0.13% | 68 |
|
|
2024
Q2 | $928K | Hold |
10,025
| – | – | 0.13% | 62 |
|
|
2024
Q1 | $847K | Hold |
10,025
| – | – | 0.13% | 64 |
|
|
2023
Q4 | $753K | Hold |
10,025
| – | – | 0.17% | 68 |
|
|
2023
Q3 | $688K | Buy |
10,025
+972
| +11% | +$66.7K | 0.19% | 66 |
|
|
2023
Q2 | $638K | Buy |
9,053
+1,055
| +13% | +$74.4K | 0.16% | 64 |
|
|
2023
Q1 | $511K | Buy |
7,998
+1,224
| +18% | +$78.2K | 0.14% | 70 |
|
|
2022
Q4 | $396K | Buy |
6,774
+1,204
| +22% | +$70.4K | 0.11% | 74 |
|
|
2022
Q3 | $322K | Buy |
5,570
+1,498
| +37% | +$86.6K | 0.09% | 79 |
|
|
2022
Q2 | $246K | Buy |
4,072
+1,000
| +33% | +$60.4K | 0.07% | 88 |
|
|
2022
Q1 | $235K | Buy |
+3,072
| New | +$235K | 0.05% | 97 |
|