BridgePort Financial Solutions’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	$3.62M	Sell	32,892 -2,511	-7%	-$276K	1.2%	22
2025 Q1	$3.29M	Buy	35,403 +58	+0.2%	+$5.38K	1.48%	16
2024 Q4	$3.51M	Buy	+35,345	New	+$3.51M	1.59%	14