Union Savings 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 | $1.32M | Sell |
11,568
-567
| -5% | -$64.6K | 0.61% | 30 |
|
|
2025
Q1 | $1.13M | Sell |
12,135
-49
| -0.4% | -$4.55K | 0.55% | 35 |
|
|
2024
Q4 | $1.24M | Sell |
12,184
-591
| -5% | -$60K | 0.61% | 35 |
|
|
2024
Q3 | $1.22M | Sell |
12,775
-64
| -0.5% | -$6.13K | 0.6% | 36 |
|
|
2024
Q2 | $1.19M | Sell |
12,839
-11
| -0.1% | -$1.02K | 0.62% | 30 |
|
|
2024
Q1 | $1.09M | Sell |
12,850
-109
| -0.8% | -$9.2K | 0.57% | 37 |
|
|
2023
Q4 | $973K | Hold |
12,959
| – | – | 0.55% | 45 |
|
|
2023
Q3 | $887K | Sell |
12,959
-116
| -0.9% | -$7.94K | 0.55% | 48 |
|
|
2023
Q2 | $950K | Buy |
+13,075
| New | +$950K | 0.57% | 48 |
|