SGL Investment Advisors’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	$5.65M	Buy	51,407 +1,552	+3%	+$171K	2.69%	7
2025 Q1	$4.84M	Buy	49,855 +10,706	+27%	+$1.04M	2.5%	10
2024 Q4	$4.11M	Sell	39,149 -670	-2%	-$70.4K	2.07%	20
2024 Q3	$4M	Buy	+39,819	New	+$4M	2.05%	20