Edgemoor Investment 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	$237K	Buy	+2,153	New	+$237K	0.02%	155
2025 Q1	–	Sell	-2,153	Closed	-$219K	–	167
2024 Q4	$219K	Hold	2,153	–	–	0.02%	157
2024 Q3	$206K	Buy	+2,153	New	+$206K	0.02%	164