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

Everhart 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	$761K	Sell
2025 Q2	$694K	Sell
2025 Q1	$606K	Sell
2024 Q4	$680K	Buy
2024 Q3	$633K	Buy
2024 Q2	$502K	Sell
2024 Q1	$483K	Buy