Waterloo Capital’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	-2,376	Closed	-$220K	–	373
2024 Q2	$220K	Buy	+2,376	New	+$220K	0.03%	323
2020 Q1	$3.13M	Buy	+75,752	New	+$3.13M	2.22%	8