Elevated Capital 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
$1.02M Hold
10,937
0.28% 93
2025
Q1
$1.02M Sell
10,937
-915
-8% -$84.9K 0.28% 93
2024
Q4
$1.2M Sell
11,852
-1,803
-13% -$183K 0.33% 78
2024
Q3
$1.31M Buy
+13,655
New +$1.31M 0.35% 75