Tompkins Financial’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 | $1.5M | Hold |
|
|||||
|
2025
Q2 | $1.37M | Hold |
|
|||||
|
2025
Q1 | $1.15M | Hold |
|
|||||
|
2024
Q4 | $1.26M | Buy |
|
|||||
|
2024
Q3 | $907K | Sell |
|
|||||
|
2024
Q2 | $884K | Buy |
|
|||||
|
2024
Q1 | $778K | Buy |
|
|||||
|
2023
Q4 | $465K | Buy |
|
|||||
|
2023
Q3 | $421K | Buy |
|
|||||
|
2023
Q2 | $275K | Sell |
|
|||||
|
2023
Q1 | $352K | Hold |
|
|||||
|
2022
Q4 | $322K | Hold |
|
|||||
|
2022
Q3 | $319K | Hold |
|
|||||
|
2022
Q2 | $333K | Sell |
|
|||||
|
2022
Q1 | $496K | Hold |
|
|||||
|
2021
Q4 | $544K | Hold |
|
|||||
|
2021
Q3 | $480K | Buy |
|
|||||
|
2021
Q1 | $423K | Hold |
|
|||||
|
2020
Q4 | $415K | Sell |
|
|||||
|
2020
Q3 | $398K | Hold |
|
|||||
|
2020
Q2 | $358K | Hold |
|
|||||
|
2020
Q1 | $285K | Sell |
|
|||||
|
2019
Q4 | $898K | Sell |
|
|||||
|
2019
Q3 | $864K | Hold |
|
|||||
|
2019
Q2 | $860K | Hold |
|
|||||
|
2019
Q1 | $827K | Hold |
|
|||||
|
2018
Q4 | $723K | Sell |
|
|||||
|
2018
Q3 | $858K | Sell |
|
|||||
|
2018
Q2 | $802K | Sell |
|
|||||
|
2018
Q1 | $909K | Buy |
|
|||||
|
2017
Q4 | $832K | Hold |
|
|||||
|
2017
Q3 | $781K | Buy |
|
|||||
|
2017
Q2 | $166K | Hold |
|
|||||
|
2017
Q1 | $160K | Sell |
|
|||||
|
2016
Q4 | $164K | Sell |
|
|||||
|
2016
Q3 | $185K | Sell |
|
|||||
|
2016
Q2 | $295K | Buy |
|
|||||
|
2016
Q1 | $247K | Sell |
|
|||||
|
2015
Q4 | $467K | Sell |
|
|||||
|
2015
Q3 | $460K | Sell |
|
|||||
|
2015
Q2 | $652K | Sell |
|
|||||
|
2015
Q1 | $13.7M | Buy |
|
|||||
|
2014
Q4 | $13.2M | Buy |
|
|||||
|
2014
Q3 | $11.9M | Sell |
|
|||||
|
2014
Q2 | $15.9M | Buy |
|
|||||
|
2014
Q1 | $13.3M | Buy |
|
|||||
|
2013
Q4 | $10.1M | Buy |
|
|||||
|
2013
Q3 | $5.8M | Buy |
|
|||||
|
2013
Q2 | $5.31M | Buy |
|