RW
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Ridgeline Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ridgeline Wealth’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$204K Sell
1,857
-395
-18% -$43.5K 0.17% 48
2025
Q1 		$209K Sell
2,252
-46
-2% -$4.27K 0.18% 52
2024
Q4 		$233K Buy
+2,298
New +$233K 0.19% 52