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Atlantic Family Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Atlantic Family Wealth’s Portfolio IVW Stock Details IVW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.83M Sell
62,071
-1,137
-2% -$125K 5.95% 4
2025
Q1 		$5.87M Buy
63,208
+1,155
+2% +$107K 5.4% 4
2024
Q4 		$6.3M Buy
+62,053
New +$6.3M 7.45% 3