Sharkey, Howes & Javer’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sharkey, Howes & Javer’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 Q3	$39.5M	Buy
2025 Q2	$35.4M	Sell
2025 Q1	$30.3M	Buy
2024 Q4	$27.2M	Sell
2024 Q3	$27.2M	Sell
2024 Q2	$27.9M	Buy
2024 Q1	$430K	Sell
2023 Q4	$5.44M	Buy
2023 Q3	$4.86M	Buy