Talon Private Wealth’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
$275K Sell
2,499
-183
-7% -$20.1K 0.04% 152
2025
Q1
$249K Buy
2,682
+57
+2% +$5.29K 0.03% 159
2024
Q4
$267K Buy
+2,625
New +$267K 0.06% 118