WESPAC Advisors SoCal’s iShares S&P 500 Growth ETF IVW Stock Holding History

WESPAC Advisors SoCal’s Portfolio IVW Stock Details IVW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$324K	Buy
2020 Q4	–	Sell
2020 Q3	$201K	Buy
2019 Q4	–	Sell
2019 Q3	$270K	Sell
2019 Q2	$290K	Hold
2019 Q1	$279K	Buy
2018 Q4	–	Hold
2018 Q3	–	Hold