Strata Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Strata Wealth Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$555K	Sell
2024 Q3	$542K	Sell
2024 Q2	$533K	Sell
2024 Q1	$486K	Sell
2023 Q4	$477K	Sell
2023 Q3	$455K	Buy
2023 Q1	$427K	Sell
2022 Q4	$477K	Buy