MF
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Montis Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Montis Financial’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 		– Sell
-3,741
Closed -$347K – 142
2025
Q1 		$347K Sell
3,741
-396
-10% -$36.8K 0.1% 108
2024
Q4 		$420K Buy
4,137
+1,895
+85% +$192K 0.13% 99
2024
Q3 		$215K Buy
+2,242
New +$215K 0.08% 103