Oak Wealth Advisors’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
2025 Q2	$570K	Hold	5,176	–	–	0.37%	40
2025 Q1	$480K	Sell	5,176 -414	-7%	-$38.4K	0.36%	33
2024 Q4	$568K	Buy	+5,590	New	+$568K	0.44%	30