Unique Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Unique Wealth’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
2025 Q2	$504K	Hold
2025 Q1	$425K	Sell
2024 Q4	$475K	Buy
2024 Q3	$362K	Buy