SWGC
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Summit Wealth Group (Colorado)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$340K Buy
+3,091
New +$340K 0.09% 167