SoFi Wealth’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
$213M Buy
1,934,851
+77,843
+4% +$8.57M 13.01% 1
2025
Q1
$172M Buy
1,857,008
+1,811,974
+4,024% +$168M 12.96% 3
2024
Q4
$4.57M Buy
+45,034
New +$4.57M 0.31% 12