Vantage Financial Partners (Wisconsin)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$309K	Buy
2025 Q2	$275K	Buy
2025 Q1	$228K	Sell
2024 Q4	$258K	Sell
2024 Q3	$406K	Buy