STALEY CAPITAL ADVISERS’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	$609K	Hold	5,534	–	–	0.03%	130
2025 Q1	$514K	Hold	5,534	–	–	0.02%	138
2024 Q4	$562K	Hold	5,534	–	–	0.02%	133
2024 Q3	$530K	Buy	5,534 +500	+10%	+$47.9K	0.02%	133
2024 Q2	$466K	Buy	+5,034	New	+$466K	0.02%	133