Midwest Heritage Bank’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	$412K	Buy	3,744 +810	+28%	+$89.2K	0.16%	36
2025 Q1	$272K	Sell	2,934 -157	-5%	-$14.6K	0.11%	45
2024 Q4	$314K	Sell	3,091 -586	-16%	-$59.5K	0.15%	43
2024 Q3	$352K	Buy	+3,677	New	+$352K	0.16%	43