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OFC Financial Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

OFC Financial Planning’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 		$1.17M Sell
10,598
-1,766
-14% -$194K 1.24% 20
2025
Q1 		$1.15M Sell
12,364
-240
-2% -$22.3K 1.3% 18
2024
Q4 		$1.28M Buy
+12,604
New +$1.28M 1.35% 17