WWA
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Wingate Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wingate Wealth Advisors’s Portfolio IVW Stock Details IVW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$265K Buy
2,405
+83
+4% +$9.14K 0.24% 86
2025
Q1 		$216K Buy
2,322
+83
+4% +$7.71K 0.25% 88
2024
Q4 		$227K Buy
+2,239
New +$227K 0.22% 89