True Link Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.54M Sell
2025
Q2
$2.43M Sell
2025
Q1
$2.24M Buy
2022
Q1
Sell
2021
Q4
$64K Hold
2021
Q3
$57K Hold
2021
Q2
$56K Hold
2021
Q1
$50K Hold
2020
Q4
$49K Buy