Sterling Group Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sterling Group Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.86M	Sell
2025 Q2	$7.42M	Sell
2025 Q1	$9.58M	Buy
2024 Q4	$10.3M	Sell
2024 Q3	$9.82M	Buy
2024 Q2	$805K	Buy