Merkkuri 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	$2.24M	Sell	20,338 -562	-3%	-$61.9K	1.7%	17
2025 Q1	$1.94M	Buy	20,900 +1,394	+7%	+$129K	1.66%	17
2024 Q4	$1.98M	Buy	19,506 +2,050	+12%	+$208K	1.57%	15
2024 Q3	$1.67M	Buy	17,456 +3,321	+23%	+$318K	1.32%	26
2024 Q2	$1.31M	Buy	+14,135	New	+$1.31M	1.2%	30