SwitchPoint Financial Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

SwitchPoint Financial Planning’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
2026 Q1	$527K	Hold
2025 Q4	$574K	Hold
2025 Q3	$562K	Hold
2025 Q2	$513K	Hold
2025 Q1	$432K	Hold
2024 Q4	$473K	Buy