Centricity 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	$379K	Buy	3,442 +532	+18%	+$58.6K	0.3%	54
2025 Q1	$270K	Buy	2,910 +156	+6%	+$14.5K	0.25%	62
2024 Q4	$280K	Buy	+2,754	New	+$280K	0.26%	60