Premier Path Wealth Partners’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	$215K	Buy	+1,950	New	+$215K	0.03%	371
2025 Q1	–	Sell	-2,032	Closed	-$206K	–	380
2024 Q4	$206K	Sell	2,032 -182	-8%	-$18.5K	0.03%	361
2024 Q3	$212K	Buy	+2,214	New	+$212K	0.03%	344