WealthTrak Capital Management’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
$1.7M Sell
15,448
-290
-2% -$31.9K 1.42% 20
2025
Q1
$1.46M Buy
15,738
+641
+4% +$59.5K 1.26% 20
2024
Q4
$1.53M Buy
+15,097
New +$1.53M 1.3% 21