Lakeshore Financial Planning’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	$2.45M	Buy	22,243 +9,439	+74%	+$1.04M	0.98%	17
2025 Q1	$1.19M	Buy	12,804 +2,049	+19%	+$190K	0.5%	20
2024 Q4	$1.09M	Buy	10,755 +2,589	+32%	+$263K	0.47%	20
2024 Q3	$782K	Buy	+8,166	New	+$782K	0.34%	21