Pinion Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Pinion Investment Advisors’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	–	Sell
2025 Q2	$305K	Sell
2025 Q1	$633K	Sell
2024 Q4	$868K	Sell
2024 Q3	$1.27M	Buy
2024 Q2	$314K	Buy
2022 Q4	–	Sell
2022 Q3	$522K	Hold
2022 Q2	$544K	Buy