Charles Schwab Trust’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	$225K	Buy	+2,041	New	+$225K	0.02%	166
2020 Q1	–	Sell	-13,288	Closed	-$643K	–	159
2019 Q4	$643K	Hold	13,288	–	–	0.25%	83
2019 Q3	$591K	Buy	+13,288	New	+$591K	0.28%	76