KCPG
Kavar Capital Partners Group’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 | $3.02M | Sell |
4,868
-22
| -0.4% | -$13.7K | 0.43% | 60 |
|
|
2025
Q1 | $2.75M | Hold |
4,890
| – | – | 0.46% | 58 |
|
|
2024
Q4 | $2.88M | Buy |
4,890
+39
| +0.8% | +$23K | 0.49% | 55 |
|
|
2024
Q3 | $2.8M | Buy |
4,851
+21
| +0.4% | +$12.1K | 0.44% | 60 |
|
|
2024
Q2 | $2.64M | Buy |
4,830
+296
| +7% | +$162K | 0.48% | 59 |
|
|
2024
Q1 | $2.38M | Hold |
4,534
| – | – | 0.44% | 62 |
|
|
2023
Q4 | $2.17M | Sell |
4,534
-205
| -4% | -$97.9K | 0.24% | 80 |
|
|
2023
Q3 | $2.04M | Buy |
4,739
+2,858
| +152% | +$1.23M | 0.44% | 61 |
|
|
2023
Q2 | $838K | Sell |
1,881
-30
| -2% | -$13.4K | 0.18% | 89 |
|
|
2023
Q1 | $786K | Sell |
1,911
-155
| -8% | -$63.7K | 0.17% | 92 |
|
|
2022
Q4 | $794K | Buy |
2,066
+1,112
| +117% | +$427K | 0.18% | 86 |
|
|
2022
Q3 | $342K | Buy |
954
+119
| +14% | +$42.7K | 0.09% | 111 |
|
|
2022
Q2 | $317K | Sell |
835
-15
| -2% | -$5.7K | 0.07% | 139 |
|
|
2022
Q1 | $386K | Sell |
850
-25
| -3% | -$11.4K | 0.08% | 123 |
|
|
2021
Q4 | $417K | Sell |
875
-101
| -10% | -$48.1K | 0.09% | 124 |
|
|
2021
Q3 | $420K | Sell |
976
-28
| -3% | -$12K | 0.1% | 131 |
|
|
2021
Q2 | $432K | Buy |
1,004
+115
| +13% | +$49.5K | 0.1% | 118 |
|
|
2021
Q1 | $354K | Buy |
889
+190
| +27% | +$75.7K | 0.1% | 115 |
|
|
2020
Q4 | $262K | Hold |
699
| – | – | 0.08% | 134 |
|
|
2020
Q3 | $235K | Hold |
699
| – | – | 0.08% | 129 |
|
|
2020
Q2 | $216K | Buy |
+699
| New | +$216K | 0.08% | 117 |
|
|
2020
Q1 | – | Sell |
-699
| Closed | -$226K | – | 129 |
|
|
2019
Q4 | $226K | Hold |
699
| – | – | 0.08% | 121 |
|
|
2019
Q3 | $209K | Hold |
699
| – | – | 0.08% | 129 |
|
|
2019
Q2 | $206K | Buy |
+699
| New | +$206K | 0.08% | 121 |
|
|
2018
Q4 | – | Sell |
-699
| Closed | -$205K | – | 111 |
|
|
2018
Q3 | $205K | Buy |
699
+228
| +48% | +$66.9K | 0.1% | 102 |
|
|
2018
Q2 | $129K | Sell |
471
-65
| -12% | -$17.8K | 0.06% | 130 |
|
|
2018
Q1 | $142K | Buy |
+536
| New | +$142K | 0.07% | 124 |
|
|
2016
Q1 | – | Sell |
-240
| Closed | -$49K | – | 234 |
|
|
2015
Q4 | $49K | Hold |
240
| – | – | 0.03% | 170 |
|
|
2015
Q3 | $46K | Sell |
240
-115
| -32% | -$22K | 0.03% | 174 |
|
|
2015
Q2 | $73K | Buy |
+355
| New | +$73K | 0.05% | 161 |
|
|
2014
Q2 | – | Sell |
-400
| Closed | -$75K | – | 283 |
|
|
2014
Q1 | $75K | Hold |
400
| – | – | 0.06% | 173 |
|
|
2013
Q4 | $74K | Buy |
+400
| New | +$74K | 0.07% | 168 |
|