AssuredPartners Investment Advisors’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	$410K	Sell	3,728 -207	-5%	-$22.8K	0.1%	152
2025 Q1	$365K	Hold	3,935	–	–	0.07%	244
2024 Q4	$400K	Buy	+3,935	New	+$400K	0.08%	228