Williams Financial’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
2024 Q1	–	Sell	-26,577	Closed	-$2M	–	30
2023 Q4	$2M	Buy	26,577 +177	+0.7%	+$13.3K	1.45%	16
2023 Q3	$1.81M	Buy	26,400 +17,090	+184%	+$1.17M	1.37%	16
2023 Q2	$656K	Buy	+9,310	New	+$656K	0.49%	21