W.H. Cornerstone Investments’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
2024 Q3	–	Sell	-2,386	Closed	-$221K	–	125
2024 Q2	$221K	Sell	2,386 -993	-29%	-$92K	0.16%	114
2024 Q1	$285K	Sell	3,379 -1,346	-28%	-$114K	0.21%	103
2023 Q4	$355K	Sell	4,725 -1,316	-22%	-$98.9K	0.28%	91
2023 Q3	$413K	Buy	+6,041	New	+$413K	0.36%	74