RMR Wealth Builders’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
$370K Buy
2021
Q2
Sell
2021
Q1
$65K Buy
2020
Q4
$64K Buy
2020
Q3
Sell
2020
Q2
$51K Buy
2019
Q4
$33K Buy