CAM

Crestone Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,938	Closed	-$501K	–	41
2024 Q1	$501K	Hold	5,938	–	–	0.1%	61
2023 Q4	$446K	Hold	5,938	–	–	0.1%	59
2023 Q3	$406K	Buy	+5,938	New	+$406K	0.1%	62