49 Wealth Management’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
$589K Sell
2025
Q2
$721K Sell
2025
Q1
$644K Sell
2024
Q4
$737K Sell
2024
Q3
$1.04M Buy
2024
Q2
$763K Buy
2024
Q1
$509K Buy
2023
Q4
$439K Buy