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

Capital A Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$895K Sell
9,641
-22,614
-70% -$2.1M 0.94% 17
2024
Q4 		$3.27M Buy
+32,255
New +$3.27M 5.44% 2