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Base Wealth Management LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Base Wealth Management LLC’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$696K Sell
6,319
-129
-2% -$14.2K 0.45% 33
2025
Q1 		$599K Buy
+6,448
New +$599K 0.46% 32