Unified Investment Management’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
Q1
Sell
-2,000
Closed -$203K 119
2024
Q4
$203K Buy
+2,000
New +$203K 0.23% 108