Lakeridge Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lakeridge Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.23M	Sell
2025 Q2	$1.12M	Sell
2025 Q1	$965K	Buy
2024 Q4	$1.03M	Buy
2024 Q3	$951K	Buy
2024 Q2	$915K	Buy
2024 Q1	$801K	Buy
2023 Q4	$675K	Buy