FSR Wealth Management’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
$341K Sell
3,098
-139
-4% -$15.3K 0.44% 26
2025
Q1
$300K Sell
3,237
-197
-6% -$18.3K 0.4% 34
2024
Q4
$349K Buy
+3,434
New +$349K 0.44% 27