RCS Financial Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.12M Buy
2025
Q2
$3.62M Sell
2025
Q1
$3.07M Buy
2024
Q4
$3.22M Buy
2024
Q3
$2.98M Sell
2024
Q2
$3.05M Buy
2024
Q1
$1.53M Buy
2023
Q4
$1M Buy
2023
Q3
$693K Buy