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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$63.8K	Buy	579 +34	+6%	+$3.75K	0.06%	152
2025 Q1	$55.2K	Sell	545 -498	-48%	-$50.4K	0.05%	159
2024 Q4	$105K	Buy	+1,043	New	+$105K	0.1%	113