Key Financial Inc’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.16M | Sell |
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|
2025
Q2 | $2.87M | Hold |
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|
2025
Q1 | $2.42M | Buy |
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|
2024
Q4 | $2.64M | Hold |
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|
2024
Q3 | $2.49M | Hold |
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|
2024
Q2 | $2.41M | Hold |
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|
2024
Q1 | $2.2M | Hold |
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|
2023
Q4 | $1.95M | Sell |
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|
2023
Q3 | $1.79M | Hold |
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|
2023
Q2 | $1.84M | Buy |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $958K | Hold |
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|
2022
Q3 | $958K | Hold |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $411K | Hold |
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|
2021
Q4 | $450K | Hold |
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|
2021
Q3 | $398K | Hold |
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|
2021
Q2 | $406K | Buy |
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|
2021
Q1 | $344K | Hold |
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|
2020
Q4 | $337K | Buy |
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|
2020
Q3 | $282K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $100K | Buy |
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