Quotient Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Quotient Wealth Partners’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	$6.09M	Sell
2025 Q2	$5.61M	Sell
2025 Q1	$4.78M	Sell
2024 Q4	$5.26M	Sell
2024 Q3	$5.55M	Buy
2024 Q2	$5.08M	Sell
2024 Q1	$5.22M	Sell
2023 Q4	$5.43M	Buy