One Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

One Capital Management’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
2025 Q3	$555K	Sell
2025 Q2	$549K	Buy
2025 Q1	$304K	Hold
2024 Q4	$333K	Buy
2024 Q3	$314K	Buy
2024 Q2	$264K	Buy
2023 Q4	–	Sell
2023 Q3	$4.65M	Buy
2014 Q4	–	Sell
2014 Q3	$109K	Buy