Founders Grove Wealth Partners’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
$12.8M Sell
116,304
-1,760
-1% -$194K 3.21% 7
2025
Q1
$11M Buy
118,064
+8,371
+8% +$777K 3.05% 6
2024
Q4
$11.1M Buy
+109,693
New +$11.1M 3.22% 6