FM
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Family Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Family Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$556K Buy
5,054
+304
+6% +$33.5K 0.08% 114
2025
Q1 		$441K Hold
4,750
– – 0.07% 116
2024
Q4 		$482K Buy
+4,750
New +$482K 0.08% 113