Oxinas Partners Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.49M	Sell	10,829 -1,806	-14%	-$238K	0.59%	44
2026 Q1	$1.43M	Buy	12,635 +1,790	+17%	+$215K	0.65%	40
2025 Q4	$1.34M	Sell	10,845 -645	-6%	-$78.9K	0.64%	40
2025 Q3	$1.39M	Sell	11,490 -278	-2%	-$32K	0.74%	35
2025 Q2	$1.3M	Sell	11,768 -3,290	-22%	-$326K	0.67%	41
2025 Q1	$1.4M	Buy	15,058 +3,638	+32%	+$367K	0.83%	32
2024 Q4	$1.16M	Sell	11,420 -251	-2%	-$25K	0.68%	36
2024 Q3	$1.12M	Sell	11,671 -13,334	-53%	-$1.23M	0.68%	43
2024 Q2	$2.31M	Sell	25,005 -2,590	-9%	-$223K	1.54%	17
2024 Q1	$2.33M	Buy	27,595 +12,548	+83%	+$1.01M	1.51%	22
2023 Q4	$1.13M	Sell	15,047 -313	-2%	-$22.3K	0.8%	37
2023 Q3	$1.05M	Sell	15,360 -25	-0.2%	-$1.77K	0.78%	33
2023 Q2	$1.08M	Sell	15,385 -145	-0.9%	-$9.59K	0.71%	35
2023 Q1	$992K	Sell	15,530 -110	-0.7%	-$6.72K	0.72%	40
2022 Q4	$915K	Buy	15,640 +322	+2%	+$19.3K	0.77%	39
2022 Q3	$886K	Sell	15,318 -1,063	-6%	-$69.1K	0.73%	38
2022 Q2	$989K	Sell	16,381 -83	-0.5%	-$5.49K	0.75%	34
2022 Q1	$1.26M	Sell	16,464 -11,652	-41%	-$875K	0.79%	33
2021 Q4	$2.35M	Buy	28,116 +10,589	+60%	+$853K	1.34%	19
2021 Q3	$1.29M	Buy	17,527 +118	+0.7%	+$8.99K	0.75%	40
2021 Q2	$1.27M	Sell	17,409 -1,194	-6%	-$82.6K	0.72%	42
2021 Q1	$1.21M	Sell	18,603 -4,406	-19%	-$285K	0.77%	42
2020 Q4	$1.47M	Buy	+23,009	New	+$1.4M	1.09%	25

Other funds holding IVW