KCM Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

KCM Investment Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,475	Closed	-$378K	–	376
2024 Q1	$378K	Hold	4,475	–	–	0.01%	294
2023 Q4	$336K	Buy	4,475 +211	+5%	+$15K	0.01%	297
2023 Q3	$292K	Hold	4,264	–	–	0.01%	311
2023 Q2	$301K	Hold	4,264	–	–	0.01%	335
2023 Q1	$272K	Buy	4,264 +130	+3%	+$7.95K	0.01%	360
2022 Q4	$242K	Sell	4,134 -20	-0.5%	-$1.2K	0.01%	363
2022 Q3	$240K	Sell	4,154 -185	-4%	-$12K	0.01%	342
2022 Q2	$262K	Sell	4,339 -83	-2%	-$5.49K	0.01%	352
2022 Q1	$338K	Sell	4,422 -155	-3%	-$11.6K	0.01%	342
2021 Q4	$383K	Buy	4,577 +213	+5%	+$17.2K	0.01%	316
2021 Q3	$323K	Sell	4,364 -560	-11%	-$42.7K	0.01%	317
2021 Q2	$358K	Buy	4,924 +520	+12%	+$36K	0.01%	305
2021 Q1	$287K	Sell	4,404 -520	-11%	-$33.6K	0.01%	314
2020 Q4	$314K	Hold	4,924	–	–	0.02%	283
2020 Q3	$284K	Hold	4,924	–	–	0.02%	271
2020 Q2	$255K	Buy	+4,924	New	+$236K	0.01%	292

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

KCM Investment Advisors's IVW Position: Q2 2024 in Review

KCM Investment Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2024, closing a stake of 4,475 shares — an estimated $378K sold.

KCM Investment Advisors first reported a position in IVW in Q2 2020 and held it in 16 quarters. The position peaked at $383K in Q4 2021. 1,657 funds tracked by Wall St. Rank hold IVW as of Q2 2024.

KCM Investment Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
KCM Investment Advisors sold 4,475 iShares S&P 500 Growth ETF shares in Q2 2024, an estimated $378K.
KCM Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and held it in 16 quarters.
KCM Investment Advisors's iShares S&P 500 Growth ETF position peaked at $383K in Q4 2021.
1,657 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2024.

Based on KCM Investment Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.