Private Wealth Management Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Private Wealth Management Group’s Portfolio IVW Stock Details IVW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.18M	Hold
2025 Q2	$1.08M	Hold
2025 Q1	$906K	Sell
2024 Q4	$1.04M	Hold
2024 Q3	$983K	Hold
2024 Q2	$950K	Sell
2024 Q1	$930K	Sell
2023 Q4	$892K	Buy