Watts Gwilliam & 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 Q1	$11.9M	Buy	127,678 +8,262	+7%	+$767K	2.57%	7
2024 Q4	$12.2M	Buy	119,416 +7,334	+7%	+$751K	2.58%	6
2024 Q3	$10.8M	Buy	+112,082	New	+$10.8M	2.35%	9
2024 Q1	$9.87M	Buy	+115,763	New	+$9.87M	3.05%	8