Washington Trust Advisors’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 | $221K | Sell |
2,007
-5
| -0.2% | -$551 | 0.02% | 195 |
|
|
2025
Q1 | $187K | Sell |
2,012
-45
| -2% | -$4.18K | 0.02% | 201 |
|
|
2024
Q4 | $209K | Sell |
2,057
-85
| -4% | -$8.63K | 0.02% | 194 |
|
|
2024
Q3 | $205K | Hold |
2,142
| – | – | 0.02% | 197 |
|
|
2024
Q2 | $198K | Sell |
2,142
-40
| -2% | -$3.7K | 0.02% | 198 |
|
|
2024
Q1 | $184K | Hold |
2,182
| – | – | 0.02% | 204 |
|
|
2023
Q4 | $164K | Hold |
2,182
| – | – | 0.02% | 209 |
|
|
2023
Q3 | $149K | Hold |
2,182
| – | – | 0.02% | 209 |
|
|
2023
Q2 | $154K | Hold |
2,182
| – | – | 0.01% | 194 |
|
|
2023
Q1 | $139K | Hold |
2,182
| – | – | 0.01% | 210 |
|
|
2022
Q4 | $128K | Hold |
2,182
| – | – | 0.01% | 219 |
|
|
2022
Q3 | $126K | Hold |
2,182
| – | – | 0.01% | 245 |
|
|
2022
Q2 | $132K | Hold |
2,182
| – | – | 0.01% | 257 |
|
|
2022
Q1 | $167K | Hold |
2,182
| – | – | 0.01% | 258 |
|
|
2021
Q4 | $183K | Buy |
+2,182
| New | +$183K | 0.01% | 266 |
|