MWM
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Mascagni Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Mascagni Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$410K Hold
3,725
– – 0.35% 73
2025
Q1 		$346K Hold
3,725
– – 0.34% 73
2024
Q4 		$346K Buy
+3,725
New +$346K 0.34% 73