SwitchPoint Financial Planning’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
$513K Hold
4,656
0.42% 37
2025
Q1
$432K Hold
4,656
0.41% 33
2024
Q4
$473K Buy
+4,656
New +$473K 0.45% 31