Lloyd Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$444K	Sell	3,927 -4,970	-56%	-$598K	0.13%	84
2025 Q4	$1.1M	Buy	8,897 +1,255	+16%	+$154K	0.43%	39
2025 Q3	$923K	Sell	7,642 -389	-5%	-$44.7K	0.43%	36
2025 Q2	$884K	Sell	8,031 -124	-2%	-$12.3K	0.43%	41
2025 Q1	$757K	Sell	8,155 -893	-10%	-$90K	0.38%	42
2024 Q4	$919K	Sell	9,048 -673	-7%	-$67.1K	0.44%	43
2024 Q3	$931K	Sell	9,721 -1,293	-12%	-$119K	0.45%	42
2024 Q2	$1.02M	Buy	+11,014	New	+$950K	0.48%	40
2024 Q1	–	Sell	-3,477	Closed	-$261K	–	148
2023 Q4	$261K	Buy	+3,477	New	+$247K	0.12%	104
2020 Q1	–	Sell	-2,404	Closed	-$116K	–	342
2019 Q4	$116K	Buy	+2,404	New	+$111K	0.11%	87