Lantern Wealth Advisors’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	$1.06M	Buy	+9,601	New	+$1.06M	0.63%	46
2024 Q4	$1.03M	Sell	10,126 -174	-2%	-$17.7K	0.67%	42
2024 Q3	$986K	Buy	10,300 +3,564	+53%	+$341K	0.68%	40
2024 Q2	$623K	Buy	6,736 +1,452	+27%	+$134K	0.45%	52
2024 Q1	$446K	Buy	+5,284	New	+$446K	0.31%	80