Barnes Wealth Management Group’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	$6.48M	Buy	58,867 +722	+1%	+$79.5K	3.83%	4
2025 Q1	$5.4M	Buy	58,145 +2,639	+5%	+$245K	3.46%	4
2024 Q4	$5.64M	Buy	+55,506	New	+$5.64M	3.78%	4