Bernardo Wealth Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.15M	Sell	19,029 -985	-5%	-$118K	0.42%	31
2025 Q4	$2.47M	Sell	20,014 -168	-0.8%	-$20.6K	0.47%	30
2025 Q3	$2.44M	Hold	20,182	–	–	0.48%	30
2025 Q2	$2.22M	Sell	20,182 -183	-0.9%	-$18.1K	0.48%	30
2025 Q1	$1.89M	Hold	20,365	–	–	0.45%	31
2024 Q4	$2.06M	Sell	20,365 -4,876	-19%	-$486K	0.49%	29
2024 Q3	$2.45M	Buy	25,241 +183	+0.7%	+$16.9K	0.59%	28
2024 Q2	$2.32M	Hold	25,058	–	–	0.62%	28
2024 Q1	$2.12M	Hold	25,058	–	–	0.59%	32
2023 Q4	$1.88M	Buy	25,058 +315	+1%	+$22.4K	0.59%	34
2023 Q3	$1.69M	Sell	24,743 -766	-3%	-$54.2K	0.67%	30
2023 Q2	$1.8M	Hold	25,509	–	–	0.72%	27
2023 Q1	$1.63M	Buy	25,509 +4,129	+19%	+$252K	0.7%	27
2022 Q4	$1.25M	Hold	21,380	–	–	0.58%	32
2022 Q3	$1.28M	Hold	21,380	–	–	0.72%	27
2022 Q2	$1.29M	Hold	21,380	–	–	0.74%	26
2022 Q1	$1.63M	Hold	21,380	–	–	0.81%	23
2021 Q4	$1.79M	Hold	21,380	–	–	0.87%	23
2021 Q3	$1.58M	Sell	21,380 -312	-1%	-$23.8K	0.92%	21
2021 Q2	$1.58M	Hold	21,692	–	–	0.95%	20
2021 Q1	$1.41M	Sell	21,692 -5,256	-20%	-$340K	0.9%	21
2020 Q4	$1.72M	Sell	26,948 -2,140	-7%	-$130K	0.66%	29
2020 Q3	$1.68M	Hold	29,088	–	–	0.76%	25
2020 Q2	$1.51M	Sell	29,088 -240	-0.8%	-$11.5K	0.81%	25
2020 Q1	$1.21M	Sell	29,328 -2,852	-9%	-$135K	0.84%	31
2019 Q4	$1.56M	Sell	32,180 -308	-0.9%	-$14.3K	0.94%	28
2019 Q3	$1.46M	Buy	32,488 +172	+0.5%	+$7.78K	1.06%	23
2019 Q2	$1.45M	Sell	32,316 -60	-0.2%	-$2.64K	1.13%	24
2019 Q1	$1.4M	Buy	32,376 +148	+0.5%	+$6.06K	1.11%	25
2018 Q4	$1.21M	Buy	+32,228	New	+$1.3M	1.07%	23