Kapstone Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46M | Buy |
40,490
+2,653
| +7% | +$292K | 2.22% | 9 |
|
|
2025
Q1 | $3.51M | Buy |
37,837
+2,994
| +9% | +$278K | 1.99% | 9 |
|
|
2024
Q4 | $3.62M | Buy |
34,843
+4,284
| +14% | +$445K | 1.93% | 9 |
|
|
2024
Q3 | $2.91M | Buy |
30,559
+973
| +3% | +$92.7K | 1.76% | 10 |
|
|
2024
Q2 | $2.74M | Hold |
29,586
| – | – | 1.8% | 11 |
|
|
2024
Q1 | $2.5M | Buy |
29,586
+2,477
| +9% | +$209K | 1.7% | 13 |
|
|
2023
Q4 | $2.13M | Buy |
27,109
+182
| +0.7% | +$14.3K | 1.67% | 13 |
|
|
2023
Q3 | $1.84M | Buy |
26,927
+139
| +0.5% | +$9.51K | 1.66% | 13 |
|
|
2023
Q2 | $1.94M | Buy |
26,788
+667
| +3% | +$48.3K | 1.61% | 12 |
|
|
2023
Q1 | $1.69M | Buy |
26,121
+603
| +2% | +$39K | 1.52% | 13 |
|
|
2022
Q4 | $1.61M | Buy |
+25,518
| New | +$1.61M | 1.47% | 14 |
|