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

Octavia Wealth Advisors’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$350K Sell
2,543
-142
-5% -$18.8K 0.03% 158
2026
Q1 		$304K Buy
2,685
+84
+3% +$10.1K 0.03% 183
2025
Q4 		$321K Sell
2,601
-20
-0.8% -$2.45K 0.03% 181
2025
Q3 		$316K Sell
2,621
-192
-7% -$22.1K 0.03% 189
2025
Q2 		$310K Buy
2,813
+57
+2% +$5.64K 0.04% 160
2025
Q1 		$256K Buy
2,756
+417
+18% +$42K 0.03% 183
2024
Q4 		$237K Sell
2,339
-84
-3% -$8.38K 0.03% 200
2024
Q3 		$232K Buy
+2,423
New +$224K 0.03% 199
2024
Q2 		– Sell
-5,284
Closed -$446K – 221
2024
Q1 		$446K Buy
+5,284
New +$425K 0.07% 123

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LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return