ORBA Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

ORBA Wealth Advisors’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	$661K	Hold
2025 Q2	$603K	Sell
2025 Q1	$554K	Hold
2024 Q4	$606K	Hold
2024 Q3	$571K	Sell
2024 Q2	$594K	Buy
2024 Q1	$473K	Sell
2023 Q4	$451K	Buy