Partners 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
$1.39M Hold
14,871
1.58% 16
2025
Q1
$1.38M Buy
14,871
+285
+2% +$26.5K 1.57% 16
2024
Q4
$1.48M Buy
+14,586
New +$1.48M 1.68% 16