Financial Partners Group (Kansas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Buy |
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|
2025
Q1 | $734K | Sell |
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|
2024
Q4 | $823K | Buy |
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|
2024
Q3 | $776K | Buy |
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|
2024
Q2 | $747K | Sell |
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|
2024
Q1 | $706K | Buy |
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|
2023
Q4 | $623K | Buy |
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|
2023
Q3 | $577K | Buy |
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|
2023
Q2 | $543K | Sell |
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|
2023
Q1 | $533K | Buy |
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|
2022
Q4 | $503K | Sell |
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|
2022
Q3 | $471K | Buy |
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|
2022
Q2 | $492K | Buy |
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|
2022
Q1 | $622K | Buy |
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|
2021
Q4 | $622K | Sell |
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|
2021
Q3 | $607K | Buy |
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|
2021
Q2 | $594K | Buy |
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|
2021
Q1 | $532K | Buy |
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|
2020
Q4 | $494K | Sell |
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|
2020
Q3 | $947K | Buy |
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|
2020
Q2 | $850K | Buy |
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|
2020
Q1 | $646K | Sell |
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|
2019
Q4 | $829K | Sell |
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|
2019
Q3 | $965K | Sell |
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|
2019
Q2 | $1.02M | Sell |
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|
2019
Q1 | $1.12M | Sell |
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|
2018
Q4 | $994K | Buy |
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|
2018
Q3 | $1.04M | Buy |
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|
2018
Q2 | $942K | Buy |
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|
2018
Q1 | $887K | Buy |
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|
2017
Q4 | $846K | Buy |
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