ORG Wealth Partners’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
$30.3K Sell
278
-193
-41% -$21K 0.01% 367
2025
Q1
$44K Sell
471
-220
-32% -$20.6K 0.01% 357
2024
Q4
$70.2K Hold
691
0.02% 223
2024
Q3
$66.2K Buy
+691
New +$66.2K 0.02% 228