Copperleaf Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Copperleaf Capital’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	$4.29M	Sell
2025 Q2	$5.69M	Buy
2025 Q1	$4.75M	Buy
2024 Q4	$5.07M	Buy
2024 Q3	$3.25M	Buy
2024 Q2	$3.06M	Buy
2024 Q1	$220K	Sell
2023 Q4	$933K	Buy
2023 Q3	$805K	Buy