Sagace Wealth Management’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	$330K	Buy	2,995 +204	+7%	+$22.5K	0.25%	49
2025 Q1	$259K	Sell	2,791 -480	-15%	-$44.6K	0.2%	54
2024 Q4	$332K	Hold	3,271	–	–	0.25%	52
2024 Q3	$320K	Hold	3,271	–	–	0.25%	51
2024 Q2	$306K	Buy	+3,271	New	+$306K	0.3%	44