Flagship Wealth Advisors’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
$4.29M Sell
39,005
-10,441
-21% -$1.15M 1.62% 19
2025
Q1
$4.59M Buy
49,446
+20,472
+71% +$1.9M 1.93% 14
2024
Q4
$2.94M Buy
+28,974
New +$2.94M 1.73% 16