Cherry Tree 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	$11.6K	Hold	105	–	–	﹤0.01%	394
2025 Q1	$9.75K	Buy	+105	New	+$9.75K	﹤0.01%	427
2023 Q3	–	Sell	-70	Closed	-$4.93K	–	606
2023 Q2	$4.93K	Buy	+70	New	+$4.93K	﹤0.01%	400