Sargent Investment 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
2025 Q2	$319K	Sell	2,790 -272	-9%	-$31.1K	0.04%	186
2025 Q1	$284K	Hold	3,062	–	–	0.05%	197
2024 Q4	$309K	Buy	+3,062	New	+$309K	0.05%	182
2022 Q2	–	Sell	-2,685	Closed	-$205K	–	193
2022 Q1	$205K	Buy	+2,685	New	+$205K	0.05%	174