Saxony Capital Management’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	$994K	Buy	+9,032	New	+$994K	0.76%	38
2025 Q1	–	Sell	-31,985	Closed	-$3.25M	–	133
2024 Q4	$3.25M	Buy	31,985 +10,220	+47%	+$1.04M	2.86%	8
2024 Q3	$2.08M	Buy	21,765 +3,548	+19%	+$340K	1.91%	14
2024 Q2	$1.69M	Buy	+18,217	New	+$1.69M	1.85%	16