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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Sell
2,426
-86
-3% -$9.47K 0.04% 164
2025
Q1
$233K Buy
+2,512
New +$233K 0.04% 163