Buska Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Buska Wealth Management’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
2026 Q2	$995K	Buy	7,238 +46	+0.6%	+$6.07K	0.36%	33
2026 Q1	$813K	Sell	7,192 -1,130	-14%	-$136K	0.33%	29
2025 Q4	$1.03M	Sell	8,322 -535	-6%	-$65.5K	0.38%	26
2025 Q3	$1.07M	Buy	8,857 +691	+8%	+$79.5K	0.32%	24
2025 Q2	$899K	Buy	8,166 +111	+1%	+$11K	0.25%	29
2025 Q1	$748K	Buy	8,055 +276	+4%	+$27.8K	0.23%	34
2024 Q4	$790K	Buy	7,779 +1,596	+26%	+$159K	0.25%	31
2024 Q3	$592K	Buy	6,183 +3,820	+162%	+$353K	0.21%	33
2024 Q2	$219K	Buy	+2,363	New	+$204K	0.09%	51

Other funds holding IVW

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return