JWA
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JFS Wealth Advisors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

JFS Wealth Advisors’s Portfolio IVOG Stock Details IVOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$247K Buy
2,188
+241
+12% +$27.2K 0.02% 280
2025
Q1 		$201K Buy
+1,947
New +$201K 0.01% 304