Insigneo Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$978K	Buy	8,880 +498	+6%	+$54.8K	0.08%	190
2025 Q1	$778K	Buy	+8,382	New	+$778K	0.08%	208
2024 Q4	–	Sell	-2,734	Closed	-$262K	–	659
2024 Q3	$262K	Sell	2,734 -1,149	-30%	-$110K	0.03%	483
2024 Q2	$329K	Buy	+3,883	New	+$329K	0.04%	382