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

Avitas Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$14.1M	Sell
2024 Q3	$13.4M	Buy
2024 Q2	$12.9M	Sell
2024 Q1	$11.9M	Sell
2023 Q4	$14.2M	Buy
2023 Q3	$12.9M	Sell
2023 Q2	$13.5M	Sell
2023 Q1	$12.4M	Sell
2022 Q4	$15M	Buy
2022 Q3	$12.6M	Buy