Keystone Financial Group (Kentucky)’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 | $392K | Sell |
3,562
-137
| -4% | -$15.1K | 0.04% | 264 |
|
|
2025
Q1 | $343K | Buy |
3,699
+144
| +4% | +$13.4K | 0.03% | 267 |
|
|
2024
Q4 | $361K | Sell |
3,555
-1,760
| -33% | -$179K | 0.04% | 264 |
|
|
2024
Q3 | $509K | Buy |
+5,315
| New | +$509K | 0.07% | 188 |
|
|
2024
Q2 | – | Sell |
-6,019
| Closed | -$508K | – | 233 |
|
|
2024
Q1 | $508K | Buy |
+6,019
| New | +$508K | 0.07% | 175 |
|
|
2022
Q3 | – | Sell |
-3,587
| Closed | -$216K | – | 294 |
|
|
2022
Q2 | $216K | Hold |
3,587
| – | – | 0.04% | 260 |
|
|
2022
Q1 | $274K | Buy |
+3,587
| New | +$274K | 0.05% | 242 |
|