Patten & Patten’s iShares S&P 500 Growth ETF IVW Stock Holding History

Patten & Patten’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$511K	Buy
2025 Q2	$248K	Sell
2025 Q1	$247K	Hold
2024 Q4	$270K	Sell
2024 Q3	$260K	Sell
2024 Q2	$259K	Buy
2024 Q1	$235K	Hold
2023 Q4	$209K	Buy