Optivise Advisory Services’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	$2.17M	Buy	19,682 +6,982	+55%	+$769K	1.11%	18
2025 Q1	$1.18M	Sell	12,700 -23,716	-65%	-$2.2M	0.66%	37
2024 Q4	$3.7M	Buy	36,416 +11,775	+48%	+$1.2M	1.99%	7
2024 Q3	$2.36M	Buy	24,641 +838	+4%	+$80.2K	1.24%	15
2024 Q2	$2.2M	Buy	+23,803	New	+$2.2M	1.19%	22