Vestia Personal Wealth Advisors’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	Sell	2,500 -60	-2%	-$6.61K	0.19%	78
2025 Q1	$238K	Buy	2,560 +60	+2%	+$5.57K	0.19%	78
2024 Q4	$254K	Sell	2,500 -145	-5%	-$14.7K	0.21%	76
2024 Q3	$253K	Sell	2,645 -6	-0.2%	-$574	0.24%	65
2024 Q2	$245K	Buy	+2,651	New	+$245K	0.26%	62