5T Wealth’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
$2.87M Buy
26,099
+1,030
+4% +$113K 1.37% 19
2025
Q1
$2.33M Buy
25,069
+3,237
+15% +$300K 1.25% 22
2024
Q4
$2.22M Buy
+21,832
New +$2.22M 1.21% 24