CWMK
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Caliber Wealth Management (Kansas)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Caliber Wealth Management (Kansas)’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 		$1.26M Buy
11,432
+1,946
+21% +$214K 0.14% 130
2025
Q1 		$881K Buy
+9,486
New +$881K 0.12% 134