Lantern Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lantern Wealth Advisors’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	$1.15M	Sell
2025 Q2	$1.06M	Buy
2024 Q4	$1.03M	Sell
2024 Q3	$986K	Buy
2024 Q2	$623K	Buy
2024 Q1	$446K	Buy