Clarendon Private’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	$577K	Buy	5,239 +6	+0.1%	+$661	0.55%	57
2025 Q1	$486K	Buy	5,233 +6	+0.1%	+$557	0.51%	63
2024 Q4	$531K	Buy	+5,227	New	+$531K	0.56%	57