Holistic Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Holistic Planning’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	$2.33M	Buy
2025 Q2	$2.08M	Buy
2025 Q1	$1.72M	Sell
2024 Q4	$1.93M	Buy
2024 Q3	$1.8M	Buy
2024 Q2	$1.08M	Hold
2024 Q1	$1.08M	Sell
2023 Q4	$1.13M	Buy