Kavar Capital Partners Group’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 | $299K | Hold |
2,718
| – | – | 0.04% | 154 |
|
|
2025
Q1 | $252K | Hold |
2,718
| – | – | 0.04% | 156 |
|
|
2024
Q4 | $276K | Sell |
2,718
-500
| -16% | -$50.8K | 0.05% | 142 |
|
|
2024
Q3 | $308K | Buy |
3,218
+26
| +0.8% | +$2.49K | 0.05% | 143 |
|
|
2024
Q2 | $295K | Hold |
3,192
| – | – | 0.05% | 132 |
|
|
2024
Q1 | $270K | Sell |
3,192
-3,192
| -50% | -$270K | 0.05% | 139 |
|
|
2023
Q4 | $479K | Buy |
6,384
+3,192
| +100% | +$240K | 0.05% | 133 |
|
|
2023
Q3 | $218K | Hold |
3,192
| – | – | 0.05% | 146 |
|
|
2023
Q2 | $225K | Buy |
+3,192
| New | +$225K | 0.05% | 132 |
|
|
2022
Q2 | – | Sell |
-2,772
| Closed | -$212K | – | 174 |
|
|
2022
Q1 | $212K | Hold |
2,772
| – | – | 0.05% | 147 |
|
|
2021
Q4 | $232K | Sell |
2,772
-270
| -9% | -$22.6K | 0.05% | 150 |
|
|
2021
Q3 | $225K | Hold |
3,042
| – | – | 0.05% | 155 |
|
|
2021
Q2 | $221K | Sell |
3,042
-134
| -4% | -$9.74K | 0.05% | 140 |
|
|
2021
Q1 | $207K | Buy |
+3,176
| New | +$207K | 0.06% | 136 |
|
|
2019
Q3 | – | Sell |
-176
| Closed | -$8K | – | 298 |
|
|
2019
Q2 | $8K | Buy |
+176
| New | +$8K | ﹤0.01% | 385 |
|
|
2018
Q3 | – | Sell |
-176
| Closed | -$7K | – | 252 |
|
|
2018
Q2 | $7K | Hold |
176
| – | – | ﹤0.01% | 344 |
|
|
2018
Q1 | $7K | Buy |
+176
| New | +$7K | ﹤0.01% | 343 |
|
|
2016
Q1 | – | Sell |
-176
| Closed | -$5K | – | 235 |
|
|
2015
Q4 | $5K | Hold |
176
| – | – | ﹤0.01% | 298 |
|
|
2015
Q3 | $4K | Hold |
176
| – | – | ﹤0.01% | 320 |
|
|
2015
Q2 | $5K | Buy |
+176
| New | +$5K | ﹤0.01% | 335 |
|
|
2014
Q2 | – | Sell |
-176
| Closed | -$4K | – | 284 |
|
|
2014
Q1 | $4K | Buy |
+176
| New | +$4K | ﹤0.01% | 355 |
|