Shakespeare Wealth 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	–	Sell	-3,884	Closed	-$361K	–	97
2025 Q1	$361K	Sell	3,884 -61	-2%	-$5.66K	0.1%	76
2024 Q4	$401K	Buy	3,945 +12	+0.3%	+$1.22K	0.11%	68
2024 Q3	$377K	Buy	+3,933	New	+$377K	0.1%	72