Shira Ridge 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	$343K	Sell	3,117 -150	-5%	-$16.5K	0.16%	58
2025 Q1	$303K	Buy	3,267 +161	+5%	+$14.9K	0.15%	59
2024 Q4	$315K	Sell	3,106 -101	-3%	-$10.3K	0.15%	61
2024 Q3	$307K	Buy	3,207 +280	+10%	+$26.8K	0.16%	64
2024 Q2	$271K	Buy	+2,927	New	+$271K	0.15%	67