Lee-Kelleher Wealth Management’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	$11.8M	Sell	106,988 -853	-0.8%	-$93.9K	7.83%	3
2025 Q1	$10M	Sell	107,841 -339	-0.3%	-$31.5K	7.37%	4
2024 Q4	$11M	Buy	+108,180	New	+$11M	7.82%	4