Independent Financial Group’s Invesco KBW Bank ETF KBWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $621K | Sell |
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|
2025
Q4 | $732K | Buy |
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|
2025
Q3 | $616K | Buy |
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|
2025
Q2 | $518K | Hold |
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|
2025
Q1 | $454K | Buy |
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|
2024
Q4 | $467K | Buy |
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|
2024
Q3 | $389K | Buy |
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|
2024
Q2 | $314K | Sell |
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|
2024
Q1 | $341K | Buy |
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|
2023
Q4 | $309K | Sell |
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|
2023
Q3 | $264K | Hold |
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|
2023
Q2 | $271K | Buy |
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|
2023
Q1 | $271K | Hold |
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|
2022
Q4 | $334K | Hold |
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|
2022
Q3 | $318K | Hold |
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|
2022
Q2 | $335K | Hold |
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|
2022
Q1 | $412K | Hold |
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|
2021
Q4 | $439K | Buy |
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