Equitable Trust’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	$833K	Buy	7,565 +2,140	+39%	+$236K	0.04%	252
2025 Q1	$504K	Hold	5,425	–	–	0.03%	307
2024 Q4	$551K	Buy	+5,425	New	+$551K	0.03%	300