Acorn Financial Advisory Services’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
2026 Q1	–	Sell	-2,019	Closed	-$249K	–	228
2025 Q4	$249K	Sell	2,019 -809	-29%	-$99K	0.04%	181
2025 Q3	$341K	Buy	2,828 +708	+33%	+$81.4K	0.05%	147
2025 Q2	$233K	Sell	2,120 -379	-15%	-$37.5K	0.04%	179
2025 Q1	$232K	Sell	2,499 -384	-13%	-$38.7K	0.04%	168
2024 Q4	$293K	Sell	2,883 -729	-20%	-$72.7K	0.05%	165
2024 Q3	$346K	Sell	3,612 -304	-8%	-$28.1K	0.06%	148
2024 Q2	$362K	Buy	+3,916	New	+$338K	0.07%	132
2024 Q1	–	Sell	-2,926	Closed	-$217K	–	227
2023 Q4	$217K	Sell	2,926 -1,415	-33%	-$101K	0.04%	232
2023 Q3	$298K	Buy	4,341 +217	+5%	+$15.4K	0.05%	192
2023 Q2	$291K	Buy	4,124 +1	+0%	+$66	0.05%	197
2023 Q1	$263K	Hold	4,123	–	–	0.05%	188
2022 Q4	$241K	Buy	+4,123	New	+$248K	0.05%	191