Beacon Investment 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
$1.01M Sell
9,200
-141
-2% -$15.4K 0.43% 68
2025
Q1
$867K Buy
+9,341
New +$867K 0.41% 70