Gutierrez Wealth Advisory’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	$602K	Buy	5,467 +2,402	+78%	+$264K	0.4%	31
2025 Q1	$285K	Sell	3,065 -2,296	-43%	-$213K	0.23%	35
2024 Q4	$544K	Buy	+5,361	New	+$544K	0.45%	20