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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-290	Closed	-$35.7K	–	306
2025 Q4	$35.7K	Buy	+290	New	+$35.5K	0.02%	135
2024 Q1	–	Sell	-932	Closed	-$70K	–	238
2023 Q4	$70K	Hold	932	–	–	0.04%	99
2023 Q3	$63.8K	Hold	932	–	–	0.04%	114
2023 Q2	$65.7K	Hold	932	–	–	0.04%	93
2023 Q1	$59.5K	Hold	932	–	–	0.03%	101
2022 Q4	$55K	Hold	932	–	–	0.03%	95
2022 Q3	$54K	Hold	932	–	–	0.04%	92
2022 Q2	$56K	Hold	932	–	–	0.04%	112
2022 Q1	$71K	Hold	932	–	–	0.04%	110
2021 Q4	$78K	Hold	932	–	–	0.04%	116
2021 Q3	$69K	Hold	932	–	–	0.05%	118
2021 Q2	$68K	Hold	932	–	–	0.05%	125
2021 Q1	$61K	Hold	932	–	–	0.04%	127
2020 Q4	$59K	Buy	+932	New	+$56.5K	0.05%	69