UF
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Univest Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Univest Financial’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$412K Sell
3,739
-70
-2% -$7.71K 0.02% 201
2025
Q1 		$354K Buy
3,809
+16
+0.4% +$1.49K 0.02% 225
2024
Q4 		$385K Sell
3,793
-53
-1% -$5.38K 0.02% 217
2024
Q3 		$368K Buy
+3,846
New +$368K 0.02% 224