Sterling Group 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	$7.42M	Sell	67,399 -35,748	-35%	-$3.94M	4.11%	6
2025 Q1	$9.58M	Buy	103,147 +1,984	+2%	+$184K	5.14%	6
2024 Q4	$10.3M	Sell	101,163 -1,423	-1%	-$144K	5.33%	3
2024 Q3	$9.82M	Buy	102,586 +93,887	+1,079%	+$8.99M	5.21%	5
2024 Q2	$805K	Buy	+8,699	New	+$805K	0.46%	21