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Seven Post Investment Office’s iShares S&P 500 Growth ETF IVW Stock Holding History

Seven Post Investment Office’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-8,390
Closed -$506K – 49
2022
Q2 		$506K Buy
+8,390
New +$506K 0.19% 28