Capstone Financial Advisors’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	$216K	Buy	+1,958	New	+$216K	0.01%	148
2018 Q2	–	Sell	-6,504	Closed	-$252K	–	90
2018 Q1	$252K	Buy	+6,504	New	+$252K	0.08%	60