Lifelong 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
$6.39M Sell
58,061
-3,614
-6% -$398K 2.12% 11
2025
Q1
$5.73M Buy
61,675
+974
+2% +$90.4K 2.68% 5
2024
Q4
$6.16M Buy
+60,701
New +$6.16M 2.77% 6