West Wealth Group’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	$53.1M	Buy	469,119 +29,551	+7%	+$3.55M	10.49%	1
2025 Q4	$54.2M	Buy	439,568 +18,499	+4%	+$2.26M	11.24%	1
2025 Q3	$50.7M	Buy	421,069 +1,982	+0.5%	+$228K	11.43%	1
2025 Q2	$47.9M	Sell	419,087 -123,805	-23%	-$12.3M	11.92%	1
2025 Q1	$50.8M	Buy	542,892 +8,204	+2%	+$827K	15%	1
2024 Q4	$54.3M	Buy	534,688 +22,711	+4%	+$2.27M	16.2%	1
2024 Q3	$49M	Buy	511,977 +25,849	+5%	+$2.39M	15.89%	1
2024 Q2	$45M	Buy	486,128 +56,712	+13%	+$4.89M	15.91%	1
2024 Q1	$36.3M	Buy	429,416 +356,397	+488%	+$28.6M	13.43%	2
2023 Q4	$5.48M	Buy	73,019 +3,078	+4%	+$219K	2.16%	12
2023 Q3	$4.79M	Buy	+69,941	New	+$4.95M	2.09%	12