Morton Brown Family Wealth’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
$9.03K Hold
82
﹤0.01% 199
2025
Q1
$7.61K Hold
82
﹤0.01% 209
2024
Q4
$8.33K Hold
82
﹤0.01% 184
2024
Q3
$7.85K Buy
+82
New +$7.85K ﹤0.01% 179