Axim Planning & 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 Q2	$637K	Buy	+5,786	New	+$637K	0.58%	15
2025 Q1	–	Sell	-4,505	Closed	-$457K	–	54
2024 Q4	$457K	Buy	4,505 +771	+21%	+$78.3K	0.49%	11
2024 Q3	$358K	Buy	3,734 +587	+19%	+$56.2K	0.4%	12
2024 Q2	$291K	Buy	+3,147	New	+$291K	0.35%	14