Christensen King & Associates Investment 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
$459K Buy
4,172
+1
+0% +$110 0.21% 60
2025
Q1
$407K Sell
4,171
-24
-0.6% -$2.34K 0.19% 66
2024
Q4
$441K Buy
4,195
+1
+0% +$105 0.21% 61
2024
Q3
$402K Hold
4,194
0.19% 68
2024
Q2
$388K Sell
4,194
-199
-5% -$18.4K 0.19% 67
2024
Q1
$371K Sell
4,393
-99
-2% -$8.36K 0.19% 68
2023
Q4
$337K Buy
+4,492
New +$337K 0.18% 70