Global Financial Private Client’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$350K Sell
2025
Q2
$392K Buy
2025
Q1
$291K Buy
2024
Q4
$290K Sell
2024
Q3
$306K Sell
2024
Q2
$320K Buy
2024
Q1
$161K Buy
2023
Q4
$63K Buy
2023
Q3
$54.5K Buy