Safeguard 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
2024 Q4	–	Sell	-2,237	Closed	-$214K	–	126
2024 Q3	$214K	Buy	+2,237	New	+$214K	0.05%	116
2023 Q3	–	Sell	-946	Closed	-$66K	–	310
2023 Q2	$66K	Buy	+946	New	+$66K	0.03%	129