Ethos Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ethos Financial Group’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.64M	Buy
2025 Q2	$1.45M	Buy
2025 Q1	$527K	Sell
2024 Q4	$558K	Sell
2024 Q3	$8.03M	Sell
2024 Q2	$7.93M	Sell
2024 Q1	$7.35M	Buy
2023 Q4	$6.52M	Buy