Wealth Advisors of Tampa Bay’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	–	Sell	-865	Closed	-$80.3K	–	120
2025 Q1	$80.3K	Buy	+865	New	+$80.3K	0.03%	112
2022 Q2	–	Sell	-2,762	Closed	-$210K	–	101
2022 Q1	$210K	Hold	2,762	–	–	0.06%	102
2021 Q4	$231K	Buy	+2,762	New	+$231K	0.06%	106