FPGK
Financial Partners Group (Kansas)’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Buy |
7,906
+2
| +0% | +$220 | 0.12% | 81 |
|
|
2025
Q1 | $734K | Sell |
7,904
-199
| -2% | -$18.5K | 0.11% | 88 |
|
|
2024
Q4 | $823K | Buy |
8,103
+2
| +0% | +$203 | 0.12% | 76 |
|
|
2024
Q3 | $776K | Buy |
8,101
+24
| +0.3% | +$2.3K | 0.11% | 85 |
|
|
2024
Q2 | $747K | Sell |
8,077
-285
| -3% | -$26.4K | 0.12% | 83 |
|
|
2024
Q1 | $706K | Buy |
8,362
+60
| +0.7% | +$5.07K | 0.11% | 79 |
|
|
2023
Q4 | $623K | Buy |
8,302
+5
| +0.1% | +$375 | 0.11% | 79 |
|
|
2023
Q3 | $577K | Buy |
8,297
+604
| +8% | +$42K | 0.12% | 77 |
|
|
2023
Q2 | $543K | Sell |
7,693
-655
| -8% | -$46.3K | 0.11% | 83 |
|
|
2023
Q1 | $533K | Buy |
8,348
+365
| +5% | +$23.3K | 0.12% | 81 |
|
|
2022
Q4 | $503K | Sell |
7,983
-166
| -2% | -$10.5K | 0.11% | 88 |
|
|
2022
Q3 | $471K | Buy |
8,149
+4
| +0% | +$231 | 0.12% | 86 |
|
|
2022
Q2 | $492K | Buy |
8,145
+3
| +0% | +$181 | 0.12% | 83 |
|
|
2022
Q1 | $622K | Buy |
8,142
+28
| +0.3% | +$2.14K | 0.13% | 85 |
|
|
2021
Q4 | $622K | Sell |
8,114
-102
| -1% | -$7.82K | 0.14% | 85 |
|
|
2021
Q3 | $607K | Buy |
8,216
+45
| +0.6% | +$3.33K | 0.14% | 82 |
|
|
2021
Q2 | $594K | Buy |
8,171
+2
| +0% | +$145 | 0.15% | 75 |
|
|
2021
Q1 | $532K | Buy |
8,169
+643
| +9% | +$41.9K | 0.15% | 75 |
|
|
2020
Q4 | $494K | Buy |
7,526
+3,426
| +84% | +$225K | 0.15% | 70 |
|
|
2020
Q3 | $947K | Buy |
4,100
+5
| +0.1% | +$1.16K | 0.33% | 42 |
|
|
2020
Q2 | $850K | Buy |
4,095
+4
| +0.1% | +$830 | 0.33% | 40 |
|
|
2020
Q1 | $646K | Sell |
4,091
-42
| -1% | -$6.63K | 0.4% | 31 |
|
|
2019
Q4 | $829K | Sell |
4,133
-1,228
| -23% | -$246K | 0.32% | 36 |
|
|
2019
Q3 | $965K | Sell |
5,361
-352
| -6% | -$63.4K | 0.43% | 36 |
|
|
2019
Q2 | $1.02M | Sell |
5,713
-806
| -12% | -$144K | 0.48% | 35 |
|
|
2019
Q1 | $1.12M | Sell |
6,519
-78
| -1% | -$13.4K | 0.61% | 34 |
|
|
2018
Q4 | $994K | Buy |
6,597
+704
| +12% | +$106K | 0.65% | 31 |
|
|
2018
Q3 | $1.04M | Buy |
5,893
+101
| +2% | +$17.9K | 0.68% | 30 |
|
|
2018
Q2 | $942K | Buy |
5,792
+66
| +1% | +$10.7K | 0.69% | 33 |
|
|
2018
Q1 | $887K | Buy |
5,726
+189
| +3% | +$29.3K | 0.7% | 33 |
|
|
2017
Q4 | $846K | Buy |
+5,537
| New | +$846K | 0.67% | 35 |
|