FFT Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$997K	Sell	8,810 -255	-3%	-$30.7K	0.18%	49
2025 Q4	$1.12M	Sell	9,065 -1,607	-15%	-$197K	0.21%	43
2025 Q3	$1.29M	Sell	10,672 -967	-8%	-$111K	0.24%	42
2025 Q2	$1.33M	Buy	11,639 +124	+1%	+$12.3K	0.26%	43
2025 Q1	$1.07M	Buy	11,515 +821	+8%	+$82.8K	0.22%	48
2024 Q4	$1.09M	Buy	10,694 +6,238	+140%	+$622K	0.08%	60
2024 Q3	$427K	Buy	4,456 +237	+6%	+$21.9K	0.03%	101
2024 Q2	$390K	Sell	4,219 -6,626	-61%	-$571K	0.03%	91
2024 Q1	$916K	Sell	10,845 -1,109	-9%	-$89.1K	0.08%	56
2023 Q4	$898K	Buy	11,954 +4,722	+65%	+$336K	0.08%	48
2023 Q3	$495K	Hold	7,232	–	–	0.06%	45
2023 Q2	$510K	Sell	7,232 -432	-6%	-$28.6K	0.06%	42
2023 Q1	$490K	Buy	+7,664	New	+$468K	0.06%	44