Gryphon Financial Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Gryphon Financial Partners’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.32M	Buy	64,686 +3,362	+5%	+$404K	0.75%	25
2025 Q4	$7.56M	Sell	61,324 -562	-0.9%	-$68.8K	0.81%	21
2025 Q3	$7.47M	Sell	61,886 -239	-0.4%	-$27.5K	0.85%	21
2025 Q2	$6.84M	Sell	62,125 -805	-1%	-$79.7K	0.89%	18
2025 Q1	$5.84M	Sell	62,930 -3,026	-5%	-$305K	0.84%	21
2024 Q4	$6.7M	Buy	65,956 +173	+0.3%	+$17.3K	0.96%	20
2024 Q3	$6.3M	Sell	65,783 -470	-0.7%	-$43.4K	0.85%	22
2024 Q2	$6.13M	Buy	66,253 +952	+1%	+$82.1K	0.92%	20
2024 Q1	$5.51M	Sell	65,301 -877	-1%	-$70.5K	0.92%	20
2023 Q4	$4.97M	Sell	66,178 -1,379	-2%	-$98.2K	0.88%	19
2023 Q3	$4.62M	Sell	67,557 -936	-1%	-$66.2K	1.07%	17
2023 Q2	$4.83M	Sell	68,493 -1,614	-2%	-$107K	1.04%	16
2023 Q1	$4.48M	Sell	70,107 -87	-0.1%	-$5.32K	1.02%	16
2022 Q4	$4.11M	Sell	70,194 -2,488	-3%	-$149K	0.98%	17
2022 Q3	$4.21M	Buy	72,682 +15,698	+28%	+$1.02M	1.06%	17
2022 Q2	$3.44M	Buy	56,984 +2,159	+4%	+$143K	0.83%	18
2022 Q1	$4.19M	Sell	54,825 -5,514	-9%	-$414K	0.85%	19
2021 Q4	$5.05M	Buy	60,339 +33,520	+125%	+$2.7M	0.96%	17
2021 Q3	$1.98M	Buy	26,819 +12,947	+93%	+$987K	0.44%	33
2021 Q2	$1.01M	Hold	13,872	–	–	0.23%	51
2021 Q1	$903K	Hold	13,872	–	–	0.21%	59
2020 Q4	$885K	Sell	13,872 -436	-3%	-$26.4K	0.23%	57
2020 Q3	$827K	Hold	14,308	–	–	0.24%	50
2020 Q2	$742K	Hold	14,308	–	–	0.23%	49
2020 Q1	$590K	Hold	14,308	–	–	0.22%	55
2019 Q4	$693K	Hold	14,308	–	–	0.18%	63
2019 Q3	$644K	Hold	14,308	–	–	0.19%	60
2019 Q2	$641K	Hold	14,308	–	–	0.18%	62
2019 Q1	$617K	Hold	14,308	–	–	0.18%	62
2018 Q4	$539K	Hold	14,308	–	–	0.14%	113
2018 Q3	$634K	Hold	14,308	–	–	0.19%	64
2018 Q2	$582K	Sell	14,308 -244	-2%	-$9.8K	0.26%	32
2018 Q1	$564K	Hold	14,552	–	–	0.29%	32
2017 Q4	$556K	Buy	+14,552	New	+$544K	0.32%	31