Security Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.1M	Buy	248,772 +9,908	+4%	+$1.19M	4.45%	4
2025 Q4	$29.4M	Buy	238,864 +2,864	+1%	+$351K	4.62%	4
2025 Q3	$28.5M	Sell	236,000 -8,403	-3%	-$966K	4.61%	3
2025 Q2	$26.9M	Sell	244,403 -19,312	-7%	-$1.91M	4.75%	2
2025 Q1	$24.5M	Buy	263,715 +5,665	+2%	+$571K	4.86%	2
2024 Q4	$26.2M	Sell	258,050 -13,455	-5%	-$1.34M	5.33%	2
2024 Q3	$26M	Sell	271,505 -28,740	-10%	-$2.65M	5.29%	2
2024 Q2	$27.8M	Buy	300,245 +109,055	+57%	+$9.4M	6.04%	2
2024 Q1	$16.1M	Buy	191,190 +75,318	+65%	+$6.05M	3.64%	4
2023 Q4	$8.7M	Buy	115,872 +24,834	+27%	+$1.77M	2.13%	11
2023 Q3	$6.23M	Buy	91,038 +53,747	+144%	+$3.8M	1.76%	14
2023 Q2	$2.63M	Buy	37,291 +18,527	+99%	+$1.22M	0.75%	37
2023 Q1	$1.2M	Buy	18,764 +466	+3%	+$28.5K	0.36%	52
2022 Q4	$1.07M	Sell	18,298 -8,941	-33%	-$537K	0.33%	62
2022 Q3	$1.58M	Sell	27,239 -1,678	-6%	-$109K	0.54%	40
2022 Q2	$1.75M	Buy	28,917 +6,194	+27%	+$410K	0.56%	46
2022 Q1	$1.74M	Buy	22,723 +9,842	+76%	+$739K	0.55%	39
2021 Q4	$1.08M	Buy	+12,881	New	+$1.04M	0.36%	54