Sage Financial Management Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sage Financial Management Group’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.08M	Hold
2025 Q2	$982K	Sell
2025 Q1	$841K	Sell
2024 Q4	$926K	Sell
2024 Q3	$880K	Buy
2024 Q2	–	Sell
2024 Q1	$813K	Sell
2023 Q4	$727K	Buy
2023 Q3	$646K	Buy
2023 Q1	–	Sell
2022 Q4	$552K	Buy