Endeavor Private Wealth’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
$7.32M Sell
66,465
-1,058
-2% -$116K 3.46% 6
2025
Q1
$6.27M Buy
67,523
+22,621
+50% +$2.1M 3.4% 5
2024
Q4
$4.56M Buy
+44,902
New +$4.56M 4.33% 4