Compass Financial Services’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	$43K	Buy	391 +1	+0.3%	+$110	0.02%	104
2025 Q1	$36.2K	Hold	390	–	–	0.02%	103
2024 Q4	$39.6K	Buy	+390	New	+$39.6K	0.02%	77