Custos Family Office’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
Q3
$258K Sell
2025
Q2
$2.14M Sell
2025
Q1
$1.87M Sell
2024
Q4
$2.15M Sell
2024
Q3
$2.05M Sell
2024
Q2
$2M Buy
2024
Q1
$1.82M Sell
2023
Q4
$1.64M Buy
2023
Q3
$339K Sell
2023
Q2
$385K Buy