Salus Financial Advisors’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
$379K Hold
3,441
0.25% 24
2025
Q1
$319K Sell
3,441
-435
-11% -$40.4K 0.24% 25
2024
Q4
$394K Buy
+3,876
New +$394K 0.31% 24