Advocacy Wealth Management Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Advocacy Wealth Management Services’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$82.4M	Sell
2025 Q1	$74.7M	Buy
2024 Q4	$73M	Buy
2024 Q3	$65.7M	Sell
2024 Q2	$67.1M	Buy
2024 Q1	$38M	Buy
2023 Q4	$9.1M	Buy
2019 Q4	–	Sell
2019 Q3	$136K	Buy
2019 Q2	$118K	Buy