KFS
Kaizen Financial Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Hold |
773
| – | – | 0.24% | 75 |
|
|
2025
Q1 | $434K | Hold |
773
| – | – | 0.25% | 76 |
|
|
2024
Q4 | $455K | Sell |
773
-243
| -24% | -$143K | 0.26% | 70 |
|
|
2024
Q3 | $586K | Buy |
1,016
+1
| +0.1% | +$577 | 0.34% | 53 |
|
|
2024
Q2 | $553K | Buy |
1,015
+229
| +29% | +$125K | 0.34% | 47 |
|
|
2024
Q1 | $413K | Sell |
786
-211
| -21% | -$111K | 0.28% | 66 |
|
|
2023
Q4 | $476K | Sell |
997
-61
| -6% | -$29.1K | 0.36% | 51 |
|
|
2023
Q3 | $454K | Sell |
1,058
-3
| -0.3% | -$1.29K | 0.38% | 45 |
|
|
2023
Q2 | $476K | Buy |
1,061
+88
| +9% | +$39.4K | 0.41% | 43 |
|
|
2023
Q1 | $400K | Sell |
973
-7
| -0.7% | -$2.88K | 0.39% | 48 |
|
|
2022
Q4 | $392K | Sell |
980
-936
| -49% | -$375K | 0.39% | 60 |
|
|
2022
Q3 | $687K | Buy |
1,916
+1,200
| +168% | +$430K | 0.7% | 37 |
|
|
2022
Q2 | $271K | Buy |
716
+50
| +8% | +$18.9K | 0.27% | 86 |
|
|
2022
Q1 | $302K | Hold |
666
| – | – | 0.24% | 102 |
|
|
2021
Q4 | $318K | Hold |
666
| – | – | 0.24% | 96 |
|
|
2021
Q3 | $287K | Buy |
+666
| New | +$287K | 0.23% | 106 |
|
|
2021
Q1 | $265K | Sell |
666
-291
| -30% | -$116K | 0.25% | 115 |
|
|
2020
Q4 | $359K | Buy |
+957
| New | +$359K | 0.4% | 80 |
|