Barnes Pettey Financial Advisors’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	$231K	Buy	+2,100	New	+$231K	0.15%	99
2025 Q1	–	Sell	-2,100	Closed	-$213K	–	104
2024 Q4	$213K	Hold	2,100	–	–	0.16%	97
2024 Q3	$201K	Buy	+2,100	New	+$201K	0.16%	99