Lantz Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lantz Financial’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	$6.9M	Buy
2025 Q2	$5.96M	Sell
2025 Q1	$5.26M	Buy
2024 Q4	$5.44M	Buy
2024 Q3	$5.07M	Buy
2024 Q2	$4.81M	Buy
2024 Q1	$2.86M	Buy
2023 Q4	$932K	Buy
2023 Q3	$735K	Buy