Marshall & Sterling 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	$9.5K	Buy	87 +1	+1%	+$109	0.01%	338
2025 Q1	$8K	Sell	86 -1	-1%	-$93	0.01%	366
2024 Q4	$8.74K	Buy	+87	New	+$8.74K	0.01%	236