Lockerman Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lockerman Financial Group’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
2026 Q2	$984K	Buy	7,152 +1,349	+23%	+$178K	1.5%	15
2026 Q1	$656K	Buy	5,803 +1,766	+44%	+$212K	1.18%	21
2025 Q4	$498K	Buy	4,037 +664	+20%	+$81.3K	0.95%	33
2025 Q3	$407K	Buy	3,373 +143	+4%	+$16.4K	0.51%	52
2025 Q2	$356K	Buy	3,230 +206	+7%	+$20.4K	0.48%	68
2025 Q1	$281K	Buy	+3,024	New	+$305K	0.42%	81
2022 Q2	–	Sell	-2,998	Closed	-$229K	–	72
2022 Q1	$229K	Buy	+2,998	New	+$225K	0.62%	61

Other funds holding IVW

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return