AssuredPartners Investment Advisors’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
2025
Q3
$450K Hold
2025
Q2
$410K Sell
2025
Q1
$365K Hold
2024
Q4
$400K Buy