Vaughan David Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History

Vaughan David Investments’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	$303K	Hold
2025 Q2	$276K	Hold
2025 Q1	$233K	Sell
2024 Q4	$305K	Hold
2024 Q3	$288K	Hold
2024 Q2	$278K	Sell
2024 Q1	$300K	Sell
2023 Q4	$352K	Buy