One Wealth Management Investment & Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

One Wealth Management Investment & Advisory Services’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	$782K	Sell
2025 Q2	$722K	Sell
2025 Q1	$614K	Sell
2024 Q4	$678K	Sell
2024 Q3	$645K	Sell
2024 Q2	$8.76M	Buy
2024 Q1	$5.09M	Buy
2023 Q4	$2.5M	Buy