Elios Financial Group’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	$1.94M	Sell	17,653 -7,139	-29%	-$786K	0.88%	30
2025 Q1	$2.3M	Sell	24,792 -110	-0.4%	-$10.2K	1.14%	20
2024 Q4	$2.53M	Sell	24,902 -422	-2%	-$42.8K	1.2%	21
2024 Q3	$2.42M	Buy	+25,324	New	+$2.42M	1.12%	23