Journey Strategic Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Journey Strategic Wealth’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	$776K	Sell
2025 Q2	$767K	Sell
2025 Q1	$722K	Buy
2024 Q4	$757K	Sell
2024 Q3	$787K	Buy
2024 Q2	$589K	Buy
2024 Q1	$537K	Buy
2022 Q3	–	Sell
2022 Q2	$266K	Buy
2022 Q1	–	Sell
2021 Q4	$368K	Buy