Comprehensive Financial Planning’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
$1.87M Buy
16,981
+90
+0.5% +$9.91K 1.47% 20
2025
Q1
$1.57M Buy
16,891
+10,041
+147% +$932K 1.52% 17
2024
Q4
$695K Buy
+6,850
New +$695K 0.59% 39