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

Legacy Financial Strategies’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	$264K	Buy
2025 Q2	$237K	Buy
2024 Q2	–	Sell
2024 Q1	$219K	Buy
2018 Q3	–	Sell
2018 Q2	$209K	Buy