Beverly Hills Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Beverly Hills Private Wealth’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$388K	Sell
2025 Q2	$463K	Sell
2025 Q1	$432K	Sell
2024 Q4	$520K	Sell
2024 Q3	$605K	Sell
2024 Q2	$841K	Buy
2024 Q1	$532K	Buy
2023 Q4	$210K	Sell
2023 Q3	$210K	Sell
2023 Q2	$461K	Buy