Balance 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
$960K Sell
8,719
-9,747
-53% -$1.07M 0.56% 47
2025
Q1
$1.71M Buy
+18,466
New +$1.71M 1.11% 27