Crux Wealth Advisors’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	$572K	Sell	5,196 -7,116	-58%	-$784K	0.24%	104
2025 Q1	$1.14M	Sell	12,312 -700	-5%	-$65K	0.59%	57
2024 Q4	$1.32M	Buy	+13,012	New	+$1.32M	0.74%	39