Valtinson Bruner Financial Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Valtinson Bruner Financial Planning’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 Q3	$348K	Buy
2025 Q2	$300K	Buy
2025 Q1	$226K	Buy
2024 Q4	$206K	Buy
2022 Q2	–	Sell
2022 Q1	$2.41M	Buy
2021 Q4	$2.5M	Buy
2021 Q3	$2.26M	Buy