Capital & Planning LLC’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 Q1	–	Sell	-55	Closed	-$5.63K	–	106
2024 Q4	$5.63K	Buy	+55	New	+$5.63K	﹤0.01%	116