Coign Capital Advisors’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
$2.8M Buy
25,401
+1,485
+6% +$163K 1.89% 13
2025
Q1
$2.22M Buy
23,916
+1,612
+7% +$150K 1.71% 14
2024
Q4
$2.26M Buy
+22,304
New +$2.26M 2.09% 11