GWM
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Grand Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Grand Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.34K Sell
76
-73
-49% -$8.01K ﹤0.01% 69
2025
Q1 		$13.8K Hold
149
– – 0.01% 53
2024
Q4 		$15.1K Hold
149
– – 0.01% 52
2024
Q3 		$14.3K Buy
+149
New +$14.3K 0.01% 52