Montz Harcus Wealth Management’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	$349K	Buy	3,173 +3	+0.1%	+$330	0.17%	52
2025 Q1	$294K	Buy	3,170 +627	+25%	+$58.2K	0.16%	58
2024 Q4	$258K	Buy	2,543 +3	+0.1%	+$305	0.14%	60
2024 Q3	$243K	Buy	2,540 +223	+10%	+$21.4K	0.14%	58
2024 Q2	$214K	Buy	+2,317	New	+$214K	0.14%	61