Sage Private Wealth Group’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	-2,186	Closed	-$209K	–	95
2024 Q3	$209K	Hold	2,186	–	–	0.16%	86
2024 Q2	$202K	Sell	2,186 -4,884	-69%	-$452K	0.17%	83
2024 Q1	$597K	Sell	7,070 -3,789	-35%	-$320K	0.48%	28
2023 Q4	$816K	Buy	+10,859	New	+$816K	0.73%	15