Vantage Financial Partners (Wisconsin)’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
Q2
$275K Buy
2,494
+36
+1% +$3.96K 0.06% 162
2025
Q1
$228K Sell
2,458
-87
-3% -$8.08K 0.06% 169
2024
Q4
$258K Sell
2,545
-1,691
-40% -$172K 0.06% 148
2024
Q3
$406K Buy
+4,236
New +$406K 0.1% 117