Congress Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.01M	Buy	54,546 +9,719	+22%	+$962K	0.06%	352
2025 Q1	$4.2M	Buy	44,827 +32,570	+266%	+$3.28M	0.05%	354
2024 Q4	$1.24M	Buy	12,257 +6,258	+104%	+$624K	0.02%	489
2024 Q3	$574K	Buy	5,999 +64	+1%	+$5.91K	0.01%	615
2024 Q2	$549K	Sell	5,935 -199	-3%	-$17.2K	0.01%	524
2024 Q1	$518K	Sell	6,134 -5,380	-47%	-$432K	0.01%	447
2023 Q4	$865K	Buy	11,514 +5,520	+92%	+$393K	0.02%	403
2023 Q3	$410K	Sell	5,994 -3,360	-36%	-$238K	0.01%	482
2023 Q2	$659K	Hold	9,354	–	–	0.02%	383
2023 Q1	$598K	Sell	9,354 -1,315	-12%	-$80.4K	0.01%	395
2022 Q4	$624K	Buy	10,669 +1	+0%	+$60	0.02%	385
2022 Q3	$617K	Buy	10,668 +1,671	+19%	+$109K	0.02%	383
2022 Q2	$543K	Sell	8,997 -3,035	-25%	-$201K	0.01%	395
2022 Q1	$919K	Sell	12,032 -1,402	-10%	-$105K	0.02%	364
2021 Q4	$1.12M	Buy	+13,434	New	+$1.08M	0.02%	359