VSM Wealth Advisory’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
$241K Buy
2,192
+2
+0.1% +$220 0.08% 86
2025
Q1
$203K Buy
2,190
+2
+0.1% +$186 0.07% 89
2024
Q4
$222K Buy
+2,188
New +$222K 0.08% 84