Avantra Family Wealth’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	-13,173	Closed	-$1.34M	–	158
2024 Q4	$1.34M	Buy	+13,173	New	+$1.34M	1.25%	13