Authentikos Wealth Advisory’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
Q1
Sell
-2,022
Closed -$205K 77
2024
Q4
$205K Sell
2,022
-76
-4% -$7.72K 0.2% 82
2024
Q3
$201K Buy
+2,098
New +$201K 0.19% 71
2023
Q4
Sell
-645
Closed -$44.1K 302
2023
Q3
$44.1K Buy
+645
New +$44.1K 0.04% 126