Burkett Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Burkett Financial Services’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 Q2	$1.95M	Buy
2025 Q1	$626K	Sell
2024 Q4	$771K	Sell
2024 Q3	$751K	Sell
2024 Q2	$981K	Sell
2024 Q1	$974K	Sell
2023 Q4	$985K	Buy