Sagespring Wealth Partners’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	$29.1M	Buy	264,742 +71,308	+37%	+$7.85M	0.63%	30
2025 Q1	$18M	Buy	193,434 +53,751	+38%	+$4.99M	0.45%	39
2024 Q4	$14.2M	Buy	+139,683	New	+$14.2M	0.37%	42