Beacon Investment Advisory Services’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	$210K	Buy	+1,907	New	+$210K	0.01%	240
2024 Q1	–	Sell	-4,355	Closed	-$327K	–	272
2023 Q4	$327K	Hold	4,355	–	–	0.01%	219
2023 Q3	$298K	Buy	+4,355	New	+$298K	0.01%	235