Helen Stephens Group’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	$225K	Buy	+2,045	New	+$225K	0.06%	85
2025 Q1	–	Sell	-2,041	Closed	-$207K	–	89
2024 Q4	$207K	Buy	+2,041	New	+$207K	0.06%	83