Heritage Family Offices’s iShares S&P 500 Growth ETF IVW Stock Holding History

Heritage Family Offices’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
2025 Q3	$280K	Sell
2025 Q2	$216K	Hold
2025 Q1	$217K	Sell
2024 Q4	$248K	Buy