Rise Advisors’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 Q4	–	Sell	-821	Closed	-$99.1K	–	762
2025 Q3	$99.1K	Buy	821 +1	+0.1%	+$115	0.04%	161
2025 Q2	$90.3K	Buy	820 +1	+0.1%	+$99	0.04%	164
2025 Q1	$76K	Buy	819 +1	+0.1%	+$101	0.03%	178
2024 Q4	$83K	Buy	818 +1	+0.1%	+$100	0.04%	155
2024 Q3	$78.2K	Buy	817 +1	+0.1%	+$92	0.04%	166
2024 Q2	$75.5K	Buy	816 +1	+0.1%	+$86	0.04%	176
2024 Q1	$68.8K	Buy	815 +1	+0.1%	+$80	0.04%	183
2023 Q4	$61.1K	Buy	814 +5	+0.6%	+$356	0.04%	137
2023 Q3	$55.4K	Sell	809 -263	-25%	-$18.6K	0.04%	130
2023 Q2	$75.6K	Buy	1,072 +2	+0.2%	+$132	0.06%	121
2023 Q1	$68.4K	Buy	1,070 +3	+0.3%	+$183	0.05%	133
2022 Q4	$62.4K	Buy	1,067 +3	+0.3%	+$180	0.05%	136
2022 Q3	$62K	Buy	1,064 +2	+0.2%	+$130	0.05%	132
2022 Q2	$64K	Sell	1,062 -1,537	-59%	-$102K	0.06%	122
2022 Q1	$199K	Buy	2,599 +4	+0.2%	+$301	0.18%	68
2021 Q4	$217K	Buy	+2,595	New	+$209K	0.21%	61