CRA Financial Services’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
2026 Q1	$980K	Buy	8,665 +165	+2%	+$19.8K	0.13%	122
2025 Q4	$1.05M	Buy	8,500 +15	+0.2%	+$1.84K	0.14%	116
2025 Q3	$1.02M	Hold	8,485	–	–	0.14%	114
2025 Q2	$934K	Buy	8,485 +904	+12%	+$89.5K	0.14%	115
2025 Q1	$704K	Buy	7,581 +4,090	+117%	+$412K	0.12%	128
2024 Q4	$354K	Buy	3,491 +75	+2%	+$7.48K	0.06%	179
2024 Q3	$327K	Hold	3,416	–	–	0.06%	182
2024 Q2	$316K	Sell	3,416 -15	-0.4%	-$1.29K	0.06%	176
2024 Q1	$290K	Buy	+3,431	New	+$276K	0.06%	184
2020 Q2	–	Sell	-8,980	Closed	-$371K	–	143
2020 Q1	$371K	Buy	8,980 +140	+2%	+$6.62K	0.24%	89
2019 Q4	$428K	Hold	8,840	–	–	0.23%	87
2019 Q3	$398K	Sell	8,840 -40	-0.5%	-$1.81K	0.24%	86
2019 Q2	$398K	Hold	8,880	–	–	0.24%	88
2019 Q1	$383K	Buy	8,880 +120	+1%	+$4.92K	0.25%	89
2018 Q4	$330K	Buy	+8,760	New	+$355K	0.24%	98