Avity Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Avity Investment Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$297K	Hold
2025 Q1	$250K	Hold
2024 Q4	$274K	Hold
2024 Q3	$258K	Hold
2024 Q2	$249K	Hold
2024 Q1	$228K	Hold
2023 Q4	$202K	Buy
2022 Q2	–	Sell
2022 Q1	$206K	Hold
2021 Q4	$225K	Buy