Trust Company of the South’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 | $663K | Hold |
6,023
| – | – | 0.12% | 64 |
|
|
2025
Q1 | $559K | Hold |
6,023
| – | – | 0.12% | 69 |
|
|
2024
Q4 | $612K | Hold |
6,023
| – | – | 0.12% | 66 |
|
|
2024
Q3 | $577K | Hold |
6,023
| – | – | 0.12% | 67 |
|
|
2024
Q2 | $557K | Sell |
6,023
-4,475
| -43% | -$414K | 0.13% | 68 |
|
|
2024
Q1 | $886K | Sell |
10,498
-60
| -0.6% | -$5.07K | 0.2% | 51 |
|
|
2023
Q4 | $793K | Buy |
+10,558
| New | +$793K | 0.21% | 51 |
|