CFM Wealth Partners’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	$1.25M	Buy	11,090 +68	+0.6%	+$8.18K	0.19%	71
2025 Q4	$1.36M	Sell	11,022 -501	-4%	-$61.3K	0.2%	65
2025 Q3	$1.39M	Sell	11,523 -76	-0.7%	-$8.74K	0.2%	66
2025 Q2	$1.28M	Sell	11,599 -220	-2%	-$21.8K	0.2%	69
2025 Q1	$1.1M	Sell	11,819 -26	-0.2%	-$2.62K	0.19%	78
2024 Q4	$1.2M	Buy	11,845 +731	+7%	+$72.9K	0.2%	71
2024 Q3	$1.06M	Buy	11,114 +321	+3%	+$29.6K	0.19%	78
2024 Q2	$999K	Buy	10,793 +312	+3%	+$26.9K	0.18%	77
2024 Q1	$885K	Sell	10,481 -296	-3%	-$23.8K	0.18%	79
2023 Q4	$809K	Buy	10,777 +252	+2%	+$17.9K	0.18%	87
2023 Q3	$720K	Sell	10,525 -565	-5%	-$40K	0.19%	82
2023 Q2	$782K	Buy	11,090 +268	+2%	+$17.7K	0.19%	86
2023 Q1	$691K	Sell	10,822 -2,166	-17%	-$132K	0.19%	90
2022 Q4	$760K	Sell	12,988 -209	-2%	-$12.6K	0.23%	84
2022 Q3	$763K	Buy	13,197 +4,128	+46%	+$268K	0.24%	83
2022 Q2	$547K	Buy	+9,069	New	+$600K	0.16%	101
2020 Q3	–	Sell	-1,236	Closed	-$64K	–	311
2020 Q2	$64K	Sell	1,236 -664	-35%	-$31.8K	0.02%	250
2020 Q1	$78K	Hold	1,900	–	–	0.04%	220
2019 Q4	$96K	Buy	+1,900	New	+$88.1K	0.04%	215