ADG Wealth Management Group’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	$26.8M	Buy	243,373 +37,468	+18%	+$4.13M	22.81%	1
2025 Q1	$19.1M	Sell	205,905 -2,780	-1%	-$258K	18.02%	1
2024 Q4	$21.2M	Buy	+208,685	New	+$21.2M	18.82%	1