Focus Partners Wealth
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Focus Partners Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Focus Partners Wealth’s Portfolio IVW Stock Details IVW Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$128M Sell
2025
Q2 		$117M Buy
2025
Q1 		$86.1M Buy
2024
Q4 		$93.4M Buy
2024
Q3 		$45.5M Sell
2024
Q2 		$153M Buy
2024
Q1 		$63.6M Buy
2023
Q4 		$24.3M Buy