Key Financial Inc’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 | $2.87M | Hold |
26,097
| – | – | 0.58% | 38 |
|
|
2025
Q1 | $2.42M | Buy |
26,097
+79
| +0.3% | +$7.33K | 0.53% | 42 |
|
|
2024
Q4 | $2.64M | Hold |
26,018
| – | – | 0.6% | 35 |
|
|
2024
Q3 | $2.49M | Hold |
26,018
| – | – | 0.55% | 39 |
|
|
2024
Q2 | $2.41M | Hold |
26,018
| – | – | 0.58% | 35 |
|
|
2024
Q1 | $2.2M | Hold |
26,018
| – | – | 0.56% | 37 |
|
|
2023
Q4 | $1.95M | Sell |
26,018
-144
| -0.6% | -$10.8K | 0.53% | 38 |
|
|
2023
Q3 | $1.79M | Hold |
26,162
| – | – | 0.6% | 34 |
|
|
2023
Q2 | $1.84M | Buy |
26,162
+8,720
| +50% | +$615K | 0.61% | 32 |
|
|
2023
Q1 | $1.11M | Buy |
17,442
+880
| +5% | +$56.2K | 0.41% | 47 |
|
|
2022
Q4 | $958K | Hold |
16,562
| – | – | 0.45% | 44 |
|
|
2022
Q3 | $958K | Hold |
16,562
| – | – | 0.45% | 44 |
|
|
2022
Q2 | $1.01M | Buy |
16,562
+11,178
| +208% | +$680K | 0.55% | 34 |
|
|
2022
Q1 | $411K | Hold |
5,384
| – | – | 0.2% | 93 |
|
|
2021
Q4 | $450K | Hold |
5,384
| – | – | 0.23% | 84 |
|
|
2021
Q3 | $398K | Hold |
5,384
| – | – | 0.23% | 91 |
|
|
2021
Q2 | $406K | Buy |
5,384
+96
| +2% | +$7.24K | 0.23% | 91 |
|
|
2021
Q1 | $344K | Hold |
5,288
| – | – | 0.23% | 91 |
|
|
2020
Q4 | $337K | Buy |
5,288
+400
| +8% | +$25.5K | 0.25% | 79 |
|
|
2020
Q3 | $282K | Buy |
+4,888
| New | +$282K | 0.29% | 82 |
|
|
2020
Q2 | – | Sell |
-2,388
| Closed | -$100K | – | 364 |
|
|
2020
Q1 | $100K | Buy |
+2,388
| New | +$100K | 0.1% | 155 |
|