Family Office Research’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
$516K Sell
4,684
-100
-2% -$11K 0.24% 42
2025
Q1
$444K Sell
4,784
-1,182
-20% -$110K 0.22% 46
2024
Q4
$606K Buy
+5,966
New +$606K 0.27% 39