Siligmueller & Norvid Wealth Advisors’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
$1.28M Sell
11,434
-570
-5% -$63.6K 0.5% 37
2025
Q1
$1.11M Sell
12,004
-530
-4% -$49.2K 0.47% 40
2024
Q4
$1.27M Buy
+12,534
New +$1.27M 0.54% 36