Portland Financial Advisors’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
$359K Hold
3,264
0.86% 42
2025
Q1
$303K Hold
3,264
0.78% 49
2024
Q4
$331K Buy
+3,264
New +$331K 0.89% 43