Michels Family Financial’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
$263K Sell
2,388
-9
-0.4% -$991 0.22% 115
2025
Q1
$223K Buy
2,397
+2
+0.1% +$186 0.2% 117
2024
Q4
$243K Buy
+2,395
New +$243K 0.22% 113