Presidio Capital Management’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 Q1	–	Sell	-9,665	Closed	-$981K	–	75
2024 Q4	$981K	Buy	9,665 +1,193	+14%	+$121K	0.53%	21
2024 Q3	$811K	Sell	8,472 -864	-9%	-$82.7K	0.52%	23
2024 Q2	$864K	Buy	+9,336	New	+$864K	0.6%	24