LMG Wealth Partners’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	$37.5M	Sell	331,826 -3,121	-0.9%	-$375K	6.84%	1
2025 Q4	$41.3M	Buy	334,947 +783	+0.2%	+$95.8K	7.7%	1
2025 Q3	$40.3M	Sell	334,164 -365	-0.1%	-$42K	7.5%	1
2025 Q2	$36.8M	Sell	334,529 -3,914	-1%	-$387K	7.57%	1
2025 Q1	$31.4M	Sell	338,443 -3,173	-0.9%	-$320K	7%	1
2024 Q4	$34.7M	Buy	341,616 +1,112	+0.3%	+$111K	7.56%	1
2024 Q3	$32.6M	Sell	340,504 -9,634	-3%	-$889K	7.47%	1
2024 Q2	$32.4M	Buy	350,138 +1,744	+0.5%	+$150K	8.08%	1
2024 Q1	$29.4M	Sell	348,394 -16,904	-5%	-$1.36M	7.41%	1
2023 Q4	$27.4M	Sell	365,298 -1,406	-0.4%	-$100K	7.62%	1
2023 Q3	$25.1M	Buy	366,704 +5,773	+2%	+$409K	7.64%	1
2023 Q2	$25.4M	Buy	360,931 +2,282	+0.6%	+$151K	7.78%	1
2023 Q1	$22.9M	Buy	358,649 +7,518	+2%	+$460K	7.4%	1
2022 Q4	$21.1M	Buy	+351,131	New	+$21.1M	6.99%	1