Pinnacle Wealth Management Advisory Group’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	$530K	Buy	4,814 +126	+3%	+$13.9K	0.04%	211
2025 Q1	$435K	Sell	4,688 -1,775	-27%	-$165K	0.04%	228
2024 Q4	$656K	Buy	+6,463	New	+$656K	0.06%	171
2022 Q1	–	Sell	-2,561	Closed	-$214K	–	278
2021 Q4	$214K	Buy	+2,561	New	+$214K	0.04%	249