Compass Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Compass Financial Services’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	$57K	Buy
2025 Q2	$43K	Buy
2025 Q1	$36.2K	Hold
2024 Q4	$39.6K	Buy