Osborne Partners Capital Management’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
2024 Q4	–	Sell	-3,609	Closed	-$346K	–	222
2024 Q3	$346K	Buy	3,609 +1,443	+67%	+$138K	0.02%	180
2024 Q2	$200K	Sell	2,166 -319	-13%	-$29.5K	0.01%	216
2024 Q1	$210K	Buy	+2,485	New	+$210K	0.01%	196