OneAscent Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

OneAscent Financial 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	$277K	Sell
2025 Q2	$256K	Buy
2023 Q2	–	Sell
2023 Q1	$460K	Sell
2022 Q4	$615K	Buy