Shared Vision Wealth Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Shared Vision Wealth Group’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.58M	Sell
2025 Q1	$5.63M	Sell
2024 Q4	$6.31M	Sell
2024 Q3	$6.09M	Sell
2024 Q2	$6.26M	Buy
2024 Q1	$3.41M	Buy
2023 Q4	$1.39M	Buy