Washington Trust Advisors’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 | $225K | Sell |
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|
2025
Q2 | $221K | Sell |
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|
2025
Q1 | $187K | Sell |
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|
2024
Q4 | $209K | Sell |
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|
2024
Q3 | $205K | Hold |
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|
2024
Q2 | $198K | Sell |
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|
2024
Q1 | $184K | Hold |
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|
2023
Q4 | $164K | Hold |
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|
2023
Q3 | $149K | Hold |
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|
2023
Q2 | $154K | Hold |
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|
2023
Q1 | $139K | Hold |
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|
2022
Q4 | $128K | Hold |
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|
2022
Q3 | $126K | Hold |
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|
2022
Q2 | $132K | Hold |
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|
2022
Q1 | $167K | Hold |
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|
2021
Q4 | $183K | Buy |
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