Birch Hill 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	$776K	Hold	7,051	–	–	0.03%	121
2025 Q1	$655K	Buy	7,051 +101	+1%	+$9.38K	0.03%	126
2024 Q4	$706K	Sell	6,950 -181	-3%	-$18.4K	0.03%	123
2024 Q3	$683K	Hold	7,131	–	–	0.03%	122
2024 Q2	$660K	Buy	+7,131	New	+$660K	0.03%	121