TrueWealth 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
$491K Sell
2025
Q2
$460K Buy
2025
Q1
$356K Sell
2024
Q4
$429K Hold
2024
Q3
$404K Sell
2024
Q2
$530K Buy
2024
Q1
$367K Buy
2023
Q4
$215K Sell
2023
Q3
$204K Buy