Signet Financial Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.96M	Buy	52,699 +4,654	+10%	+$560K	0.67%	44
2025 Q4	$5.92M	Buy	48,045 +9,992	+26%	+$1.22M	0.66%	44
2025 Q3	$4.59M	Buy	38,053 +3,629	+11%	+$417K	0.53%	59
2025 Q2	$3.79M	Sell	34,424 -152	-0.4%	-$15K	0.48%	66
2025 Q1	$3.21M	Buy	+34,576	New	+$3.49M	0.43%	77
2022 Q3	–	Sell	-3,359	Closed	-$203K	–	257
2022 Q2	$203K	Buy	3,359 +610	+22%	+$40.4K	0.04%	242
2022 Q1	$210K	Hold	2,749	–	–	0.04%	238
2021 Q4	$230K	Hold	2,749	–	–	0.03%	235
2021 Q3	$203K	Buy	+2,749	New	+$210K	0.04%	248
2018 Q4	–	Sell	-1,256	Closed	-$56K	–	538
2018 Q3	$56K	Hold	1,256	–	–	0.01%	381
2018 Q2	$51K	Hold	1,256	–	–	0.01%	390
2018 Q1	$49K	Buy	+1,256	New	+$50.1K	0.01%	361