Columbia River Financial 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
$1.3M Sell
11,408
-3,733
-25% -$425K 0.84% 25
2025
Q1
$1.41M Buy
15,141
+219
+1% +$20.3K 0.94% 24
2024
Q4
$1.52M Buy
+14,922
New +$1.52M 1.04% 21