WhitTier Trust Company’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 | $2.26M | Buy |
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|
2025
Q2 | $1.83M | Buy |
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|
2025
Q1 | $1.41M | Buy |
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|
2024
Q4 | $386K | Hold |
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|
2024
Q3 | $364K | Hold |
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|
2024
Q2 | $352K | Hold |
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|
2024
Q1 | $321K | Hold |
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|
2023
Q4 | $286K | Hold |
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|
2023
Q3 | $260K | Hold |
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|
2023
Q2 | $268K | Hold |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $223K | Hold |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $230K | Hold |
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|
2022
Q1 | $291K | Hold |
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|
2021
Q4 | $318K | Hold |
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|
2021
Q3 | $281K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $117K | Hold |
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|
2018
Q4 | $102K | Buy |
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