Client 1st Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Client 1st Advisory Group’s Portfolio IVW Stock Details IVW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.38M	Buy
2025 Q2	$3.53M	Buy
2025 Q1	$2.81M	Buy
2024 Q4	$2.84M	Buy
2024 Q3	$2.03M	Buy
2024 Q2	$1.34M	Buy
2024 Q1	$381K	Buy
2023 Q4	$249K	Sell
2023 Q3	$242K	Buy