ATFA

All Terrain Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$806K	Hold	7,318	–	–	0.23%	47
2025 Q1	$679K	Hold	7,318	–	–	0.21%	45
2024 Q4	$743K	Sell	7,318 -846	-10%	-$85.9K	0.24%	43
2024 Q3	$782K	Sell	8,164 -1,154	-12%	-$110K	0.29%	43
2024 Q2	$862K	Sell	9,318 -4	-0%	-$370	0.34%	40
2024 Q1	$787K	Sell	9,322 -2,186	-19%	-$185K	0.31%	40
2023 Q4	$864K	Hold	11,508	–	–	0.33%	38
2023 Q3	$787K	Sell	11,508 -368	-3%	-$25.2K	0.33%	40
2023 Q2	$837K	Sell	11,876 -781	-6%	-$55K	0.32%	40
2023 Q1	$809K	Sell	12,657 -397	-3%	-$25.4K	0.33%	39
2022 Q4	$764K	Sell	13,054 -1	-0%	-$59	0.34%	40
2022 Q3	$755K	Sell	13,055 -214	-2%	-$12.4K	0.33%	36
2022 Q2	$801K	Hold	13,269	–	–	0.34%	36
2022 Q1	$1.01M	Sell	13,269 -271	-2%	-$20.7K	0.41%	35
2021 Q4	$1.13M	Hold	13,540	–	–	0.46%	33
2021 Q3	$1M	Hold	13,540	–	–	0.44%	36
2021 Q2	$985K	Hold	13,540	–	–	0.45%	37
2021 Q1	$882K	Hold	13,540	–	–	0.4%	39
2020 Q4	$864K	Buy	13,540 +10,155	+300%	+$648K	0.34%	38
2020 Q3	$782K	Hold	3,385	–	–	0.27%	37
2020 Q2	$702K	Hold	3,385	–	–	0.29%	39
2020 Q1	$559K	Hold	3,385	–	–	0.23%	46
2019 Q4	$655K	Sell	3,385 -58	-2%	-$11.2K	0.21%	54
2019 Q3	$620K	Sell	3,443 -320	-9%	-$57.6K	0.21%	59
2019 Q2	$674K	Sell	3,763 -1,226	-25%	-$220K	0.23%	54
2019 Q1	$860K	Buy	4,989 +567	+13%	+$97.7K	0.3%	48
2018 Q4	$666K	Sell	4,422 -70	-2%	-$10.5K	0.27%	53
2018 Q3	$796K	Hold	4,492	–	–	0.33%	51
2018 Q2	$730K	Sell	4,492 -300	-6%	-$48.8K	0.33%	53
2018 Q1	$743K	Sell	4,792 -189	-4%	-$29.3K	0.34%	55
2017 Q4	$761K	Buy	+4,981	New	+$761K	0.35%	53