Hemington Wealth Management’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
$168K Hold
1,527
0.02% 153
2025
Q1
$141K Sell
1,527
-32
-2% -$2.96K 0.02% 162
2024
Q4
$158K Buy
1,559
+715
+85% +$72.5K 0.04% 144
2024
Q3
$80K Buy
+844
New +$80K 0.02% 218