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Balanced Rock Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Balanced Rock Investment Advisors’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,004
Closed -$203K – 90
2024
Q4 		$203K Buy
+2,004
New +$203K 0.16% 87