BFP
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Briaud Financial Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Briaud Financial Planning’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$126K Buy
1,150
+512
+80% +$56.1K 0.05% 57
2025
Q1 		$59K Buy
+638
New +$59K 0.02% 79