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Retirement Wealth Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.94M Sell
35,778
-682
-2% -$75.1K 2.88% 9
2025
Q1
$3.38M Buy
36,460
+6,261
+21% +$581K 2.73% 8
2024
Q4
$3.05M Buy
+30,199
New +$3.05M 2.58% 9