Waters Parkerson & Co’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	$4.93M	Buy	44,750 +6,750	+18%	+$743K	0.25%	58
2025 Q1	$3.53M	Buy	38,000 +10,750	+39%	+$998K	0.19%	63
2024 Q4	$2.77M	Buy	27,250 +11,250	+70%	+$1.14M	0.15%	70
2024 Q3	$1.53M	Buy	16,000 +12,000	+300%	+$1.15M	0.08%	88
2024 Q2	$370K	Buy	+4,000	New	+$370K	0.02%	140