GEN Financial 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	$746K	Sell	6,773 -32	-0.5%	-$3.52K	0.61%	24
2025 Q1	$632K	Sell	6,805 -128	-2%	-$11.9K	0.43%	24
2024 Q4	$704K	Buy	+6,933	New	+$704K	0.46%	27