MAM
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MWA Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

MWA Asset Management’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 		$495K Buy
4,498
+1,030
+30% +$113K 0.3% 78
2025
Q1 		$322K Buy
3,468
+387
+13% +$35.9K 0.22% 99
2024
Q4 		$313K Buy
3,081
+819
+36% +$83.2K 0.21% 104
2024
Q3 		$217K Buy
+2,262
New +$217K 0.14% 123