Mason & Associates (Virginia)’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	$4.15M	Sell	37,721 -101	-0.3%	-$11.1K	1.04%	10
2025 Q1	$3.51M	Sell	37,822 -226	-0.6%	-$21K	1.01%	10
2024 Q4	$3.86M	Sell	38,048 -21	-0.1%	-$2.13K	1.15%	9
2024 Q3	$3.65M	Sell	38,069 -1,225	-3%	-$117K	1.12%	9
2024 Q2	$3.64M	Buy	+39,294	New	+$3.64M	1.19%	9