Planning Alternatives’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	$227K	Buy	+2,063	New	+$227K	0.03%	73
2025 Q1	–	Sell	-2,063	Closed	-$209K	–	77
2024 Q4	$209K	Buy	+2,063	New	+$209K	0.03%	60