AWM
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Avaii Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Avaii Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$266K Buy
2,414
+6
+0.2% +$661 0.12% 109
2025
Q1 		$224K Buy
2,408
+8
+0.3% +$743 0.12% 113
2024
Q4 		$244K Sell
2,400
-51
-2% -$5.18K 0.12% 112
2024
Q3 		$235K Buy
+2,451
New +$235K 0.12% 117