Atria Wealth Solutions’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 Q2	$36.6M	Sell	332,486 -385,775	-54%	-$38.2M	0.83%	12
2025 Q1	$66.7M	Buy	718,261 +8,649	+1%	+$872K	0.8%	16
2024 Q4	$72M	Sell	709,612 -24,694	-3%	-$2.46M	0.79%	15
2024 Q3	$70.3M	Sell	734,306 -110,338	-13%	-$10.2M	0.76%	16
2024 Q2	$78.2M	Buy	844,644 +253,351	+43%	+$21.8M	0.87%	14
2024 Q1	$49.9M	Buy	591,293 +138,008	+30%	+$11.1M	0.56%	25
2023 Q4	$34M	Buy	453,285 +48,252	+12%	+$3.43M	0.43%	37
2023 Q3	$27.8M	Buy	405,033 +160,207	+65%	+$11.3M	0.39%	47
2023 Q2	$17.3M	Sell	244,826 -15,877	-6%	-$1.05M	0.24%	94
2023 Q1	$16.7M	Buy	260,703 +51,401	+25%	+$3.14M	0.25%	88
2022 Q4	$12.2M	Buy	209,302 +29,181	+16%	+$1.75M	0.2%	115
2022 Q3	$10.4M	Buy	180,121 +11,979	+7%	+$778K	0.18%	119
2022 Q2	$10.1M	Sell	168,142 -70,172	-29%	-$4.64M	0.2%	117
2022 Q1	$18.2M	Buy	+238,314	New	+$17.9M	0.3%	66