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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$610K	Hold
2025 Q2	$556K	Buy
2025 Q1	$441K	Hold
2024 Q4	$482K	Buy