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Proactive Wealth Strategies’s iShares S&P 500 Growth ETF IVW Stock Holding History

Proactive Wealth Strategies’s Portfolio IVW Stock Details IVW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$964K Sell
8,753
-590
-6% -$65K 0.46% 65
2025
Q1 		$867K Buy
9,343
+71
+0.8% +$6.59K 0.46% 61
2024
Q4 		$941K Buy
9,272
+547
+6% +$55.5K 0.49% 56
2024
Q3 		$835K Buy
+8,725
New +$835K 0.46% 58