HFO
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$216K Hold
2,339
– – 0.11% 167
2025
Q1 		$217K Sell
2,339
-101
-4% -$9.38K 0.11% 164
2024
Q4 		$248K Buy
+2,440
New +$248K 0.12% 155