QTR Family Wealth’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
$911K Sell
8,276
-240
-3% -$26.4K 0.56% 41
2025
Q1
$790K Buy
+8,516
New +$790K 0.6% 41