Advyzon Investment Management’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
$517K Buy
4,694
+1,750
+59% +$193K 0.11% 178
2025
Q1
$273K Sell
2,944
-1,196
-29% -$111K 0.1% 200
2024
Q4
$420K Buy
+4,140
New +$420K 0.16% 117