Herold Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Herold Advisors’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	–	Sell
2025 Q2	$835K	Sell
2025 Q1	$791K	Buy
2024 Q4	$813K	Sell
2024 Q3	$770K	Buy
2024 Q2	$496K	Buy
2024 Q1	$424K	Buy
2022 Q2	–	Sell
2022 Q1	$15.3K	Buy
2021 Q4	–	Sell
2021 Q3	$14K	Buy