New Century Financial Group’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 Q1	–	Sell	-3,182	Closed	-$329K	–	221
2024 Q4	$329K	Sell	3,182 -46,604	-94%	-$4.81M	0.14%	196
2024 Q3	$4.77M	Sell	49,786 -203	-0.4%	-$19.4K	1.75%	7
2024 Q2	$4.63M	Buy	+49,989	New	+$4.63M	1.97%	8