Trust Company of the South’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
$669K Sell
2025
Q2
$663K Hold
2025
Q1
$559K Hold
2024
Q4
$612K Hold
2024
Q3
$577K Hold
2024
Q2
$557K Sell
2024
Q1
$886K Sell
2023
Q4
$793K Buy