West Paces Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.46M	Buy	12,948 +41	+0.3%	+$4.93K	0.28%	44
2025 Q4	$1.59M	Buy	12,907 +1,556	+14%	+$190K	0.31%	40
2025 Q3	$1.37M	Buy	11,351 +2,361	+26%	+$272K	0.27%	46
2025 Q2	$990K	Buy	8,990 +450	+5%	+$44.5K	0.21%	58
2025 Q1	$793K	Buy	8,540 +1,410	+20%	+$142K	0.18%	66
2024 Q4	$724K	Buy	7,130 +775	+12%	+$77.3K	0.18%	65
2024 Q3	$608K	Buy	6,355 +1,000	+19%	+$92.3K	0.15%	70
2024 Q2	$496K	Buy	5,355 +628	+13%	+$54.1K	0.13%	73
2024 Q1	$399K	Buy	4,727 +4,676	+9,169%	+$376K	0.11%	93
2023 Q4	$3.83K	Hold	51	–	–	﹤0.01%	424
2023 Q3	$3.47K	Hold	51	–	–	﹤0.01%	408
2023 Q2	$3.57K	Hold	51	–	–	﹤0.01%	432
2023 Q1	$3.23K	Buy	51 +1	+2%	+$61	﹤0.01%	445
2022 Q4	$2.95K	Hold	50	–	–	﹤0.01%	421
2022 Q3	$2.9K	Sell	50 -548	-92%	-$35.6K	﹤0.01%	419
2022 Q2	$36.1K	Buy	598 +548	+1,096%	+$36.3K	0.01%	243
2022 Q1	$3.83K	Hold	50	–	–	﹤0.01%	433
2021 Q4	$4.18K	Buy	+50	New	+$4.03K	﹤0.01%	447