NBWM
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North Berkeley Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

North Berkeley Wealth 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 		$10.5M Buy
95,473
+11,396
+14% +$1.25M 9.64% 4
2025
Q1 		$7.8M Buy
84,077
+2,959
+4% +$275K 8.13% 5
2024
Q4 		$8.24M Buy
+81,118
New +$8.24M 8.36% 4