Plan Group Financial’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	$221K	Buy	+2,007	New	+$221K	0.07%	146
2025 Q1	–	Sell	-2,007	Closed	-$204K	–	150
2024 Q4	$204K	Sell	2,007 -102	-5%	-$10.4K	0.11%	111
2024 Q3	$202K	Buy	+2,109	New	+$202K	0.11%	109