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Callan Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Callan Capital’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
Q1 		$3.56M Sell
38,370
-361
-0.9% -$33.5K 0.26% 56
2024
Q4 		$3.93M Buy
38,731
+723
+2% +$73.4K 0.29% 52
2024
Q3 		$3.64M Sell
38,008
-219
-0.6% -$21K 0.25% 57
2024
Q2 		$3.54M Buy
+38,227
New +$3.54M 0.29% 56