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Mosaic Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Mosaic Advisors’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
-4,912
Closed -$456K – 19
2025
Q1 		$456K Buy
4,912
+2,199
+81% +$204K 0.69% 9
2024
Q4 		$275K Buy
+2,713
New +$275K 0.32% 13