Secure Asset 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	$436K	Sell	3,963 -96	-2%	-$10.6K	0.08%	200
2025 Q1	$377K	Buy	4,059 +249	+7%	+$23.1K	0.08%	206
2024 Q4	$387K	Hold	3,810	–	–	0.06%	226
2024 Q3	$365K	Sell	3,810 -27	-0.7%	-$2.59K	0.06%	217
2024 Q2	$355K	Buy	+3,837	New	+$355K	0.07%	205