Philip James Wealth Mangement’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
2024 Q2	–	Sell	-18,139	Closed	-$1.53M	–	80
2024 Q1	$1.53M	Sell	18,139 -4,132	-19%	-$349K	1.08%	19
2023 Q4	$1.67M	Buy	+22,271	New	+$1.67M	1.3%	16