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MJT & Associates Financial Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

MJT & Associates Financial Advisory’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 		$18.7M Buy
170,294
+4,635
+3% +$510K 23.26% 1
2025
Q1 		$15.4M Buy
+165,659
New +$15.4M 14.77% 2