Summit Financial Consulting’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	–	Sell	-60,236	Closed	-$5.59M	–	43
2025 Q1	$5.59M	Buy	+60,236	New	+$5.59M	5.19%	5