Vestia Personal Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Vestia Personal Wealth Advisors’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	$302K	Hold
2025 Q2	$275K	Sell
2025 Q1	$238K	Buy
2024 Q4	$254K	Sell
2024 Q3	$253K	Sell
2024 Q2	$245K	Buy