Dynasty Wealth Management’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	$20.4M	Sell	185,503 -37,531	-17%	-$4.13M	0.35%	42
2025 Q1	$20.7M	Buy	223,034 +47,856	+27%	+$4.44M	0.35%	41
2024 Q4	$17.8M	Buy	175,178 +109,730	+168%	+$11.1M	0.31%	43
2024 Q3	$6.4M	Sell	65,448 -91,714	-58%	-$8.97M	0.19%	39
2024 Q2	$14.5M	Buy	+157,162	New	+$14.5M	0.43%	32