Higgins & Schmidt Wealth Strategies’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.48M Sell
2025
Q2
$7.92M Sell
2025
Q1
$6.77M Sell
2024
Q4
$7.65M Sell
2024
Q3
$7.86M Sell
2024
Q2
$7.96M Sell
2024
Q1
$7.36M Sell
2023
Q4
$6.64M Buy