Clark Financial Services Group’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
$8.66M Buy
78,614
+479
+0.6% +$52.7K 5.32% 5
2025
Q1
$7.25M Buy
78,135
+39,955
+105% +$3.71M 5.03% 5
2024
Q4
$3.88M Buy
+38,180
New +$3.88M 2.96% 8