KFS
Kaizen Financial Strategies’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,633
| Closed | -$277K | – | 130 |
|
|
2022
Q1 | $277K | Buy |
3,633
+3
| +0.1% | +$229 | 0.22% | 111 |
|
|
2021
Q4 | $304K | Sell |
3,630
-346
| -9% | -$29K | 0.23% | 104 |
|
|
2021
Q3 | $294K | Buy |
+3,976
| New | +$294K | 0.24% | 103 |
|
|
2021
Q1 | $361K | Sell |
5,547
-5,792
| -51% | -$377K | 0.34% | 88 |
|
|
2020
Q4 | $724K | Buy |
+11,339
| New | +$724K | 0.8% | 35 |
|