Kaydan Wealth Management’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 | $2.24M | Buy |
20,365
+34
| +0.2% | +$3.74K | 0.73% | 26 |
|
|
2025
Q1 | $1.89M | Buy |
20,331
+2
| +0% | +$186 | 0.61% | 28 |
|
|
2024
Q4 | $2.06M | Buy |
20,329
+51
| +0.3% | +$5.18K | 0.69% | 24 |
|
|
2024
Q3 | $1.94M | Buy |
20,278
+280
| +1% | +$26.8K | 0.57% | 26 |
|
|
2024
Q2 | $1.85M | Sell |
19,998
-143
| -0.7% | -$13.2K | 0.66% | 25 |
|
|
2024
Q1 | $1.7M | Buy |
20,141
+247
| +1% | +$20.9K | 0.58% | 25 |
|
|
2023
Q4 | $1.49M | Sell |
19,894
-170
| -0.8% | -$12.8K | 0.61% | 27 |
|
|
2023
Q3 | $1.37M | Sell |
20,064
-468
| -2% | -$32K | 0.55% | 25 |
|
|
2023
Q2 | $1.45M | Sell |
20,532
-323
| -2% | -$22.8K | 0.61% | 23 |
|
|
2023
Q1 | $1.33M | Hold |
20,855
| – | – | 0.55% | 22 |
|
|
2022
Q4 | $1.22M | Sell |
20,855
-516
| -2% | -$30.2K | 0.49% | 25 |
|
|
2022
Q3 | $1.24M | Sell |
21,371
-173
| -0.8% | -$10K | 0.68% | 21 |
|
|
2022
Q2 | $1.3M | Sell |
21,544
-959
| -4% | -$57.9K | 0.72% | 19 |
|
|
2022
Q1 | $1.72M | Buy |
22,503
+179
| +0.8% | +$13.7K | 0.76% | 23 |
|
|
2021
Q4 | $1.87M | Buy |
+22,324
| New | +$1.87M | 0.71% | 23 |
|