One Wealth Capital Management’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	$7.5M	Sell	68,151 -5,837	-8%	-$643K	3.52%	8
2025 Q1	$6.87M	Sell	73,988 -1,735	-2%	-$161K	3.68%	6
2024 Q4	$7.69M	Buy	+75,723	New	+$7.69M	3.9%	5