Thurston Springer Miller Herd & Titak’s iShares S&P 500 Growth ETF IVW Stock Holding History

Thurston Springer Miller Herd & Titak’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.8K	Buy	246 +225	+1,071%	+$29.7K	0.01%	551
2026 Q1	$2.38K	Sell	21 -600	-97%	-$72.2K	﹤0.01%	1161
2025 Q4	$76.5K	Buy	621 +568	+1,072%	+$69.5K	0.03%	413
2025 Q3	$6.4K	Sell	53 -5,790	-99%	-$666K	0.01%	393
2025 Q2	$644K	Buy	5,843 +1,668	+40%	+$165K	0.08%	212
2025 Q1	$388K	Buy	4,175 +1,686	+68%	+$170K	0.07%	224
2024 Q4	$253K	Buy	2,489 +493	+25%	+$49.2K	0.05%	249
2024 Q3	$191K	Buy	1,996 +252	+14%	+$23.3K	0.05%	304
2024 Q2	$161K	Buy	+1,744	New	+$150K	0.05%	334

Other funds holding IVW

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return