Vishria Bird Financial Group’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	$436K	Hold	3,964	–	–	0.15%	61
2025 Q1	$368K	Hold	3,964	–	–	0.13%	63
2024 Q4	$402K	Hold	3,964	–	–	0.14%	59
2024 Q3	$380K	Hold	3,964	–	–	0.14%	62
2024 Q2	$367K	Hold	3,964	–	–	0.15%	52
2024 Q1	$335K	Hold	3,964	–	–	0.14%	53
2023 Q4	$298K	Hold	3,964	–	–	0.14%	52
2023 Q3	$271K	Hold	3,964	–	–	0.15%	48
2023 Q2	$279K	Hold	3,964	–	–	0.17%	48
2023 Q1	$253K	Sell	3,964 -251	-6%	-$16K	0.16%	47
2022 Q4	$247K	Hold	4,215	–	–	0.17%	52
2022 Q3	$244K	Hold	4,215	–	–	0.16%	48
2022 Q2	$254K	Sell	4,215 -1,670	-28%	-$101K	0.17%	47
2022 Q1	$449K	Hold	5,885	–	–	0.25%	37
2021 Q4	$492K	Hold	5,885	–	–	0.23%	41
2021 Q3	$435K	Hold	5,885	–	–	0.23%	41
2021 Q2	$428K	Hold	5,885	–	–	0.21%	42
2021 Q1	$383K	Sell	5,885 -231	-4%	-$15K	0.21%	39
2020 Q4	$390K	Hold	6,116	–	–	0.22%	36
2020 Q3	$353K	Hold	6,116	–	–	0.22%	33
2020 Q2	$317K	Hold	6,116	–	–	0.25%	29
2020 Q1	$252K	Hold	6,116	–	–	0.26%	35
2019 Q4	$296K	Hold	6,116	–	–	0.29%	32
2019 Q3	$275K	Hold	6,116	–	–	0.31%	36
2019 Q2	$274K	Hold	6,116	–	–	0.27%	40
2019 Q1	$264K	Hold	6,116	–	–	0.27%	43
2018 Q4	$230K	Hold	6,116	–	–	0.25%	42
2018 Q3	$271K	Hold	6,116	–	–	0.23%	39
2018 Q2	$249K	Buy	+6,116	New	+$249K	0.23%	41