Kestra Investment 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
$1.3M Buy
12,801
+6,409
+100% +$650K 0.02% 239
2025
Q1
$593K Buy
6,392
+2,560
+67% +$238K 0.02% 247
2024
Q4
$389K Buy
3,832
+678
+21% +$68.8K 0.02% 272
2024
Q3
$302K Buy
+3,154
New +$302K 0.01% 267