Security National 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
Q3 | $1.87M | Buy |
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|
2025
Q2 | $1.62M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $960K | Hold |
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|
2024
Q2 | $928K | Hold |
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|
2024
Q1 | $847K | Hold |
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|
2023
Q4 | $753K | Hold |
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|
2023
Q3 | $688K | Buy |
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|
2023
Q2 | $638K | Buy |
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|
2023
Q1 | $511K | Buy |
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|
2022
Q4 | $396K | Buy |
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|
2022
Q3 | $322K | Buy |
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|
2022
Q2 | $246K | Buy |
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|
2022
Q1 | $235K | Buy |
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