OneDigital Investment Advisors’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-15,450	Closed	-$718K	–	1514
2025 Q1	$718K	Buy	15,450 +10,933	+242%	+$508K	0.01%	727
2024 Q4	$221K	Buy	+4,517	New	+$221K	﹤0.01%	1284