BCGM Wealth Management’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
$607K Buy
5,509
+1,233
+29% +$136K 0.17% 96
2025
Q1
$397K Buy
4,276
+145
+4% +$13.5K 0.12% 111
2024
Q4
$419K Buy
4,131
+1,879
+83% +$191K 0.13% 105
2024
Q3
$216K Sell
2,252
-77
-3% -$7.37K 0.07% 149
2024
Q2
$216K Buy
+2,329
New +$216K 0.07% 144