Moulton 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
Sell
-6,875
Closed -$638K 38
2025
Q1
$638K Buy
+6,875
New +$638K 0.49% 28