Keystone Financial Services (Colorado)’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 | $20.1M | Sell |
182,819
-28,168
| -13% | -$3.1M | 6.85% | 5 |
|
|
2025
Q1 | $19.6M | Buy |
210,987
+4,307
| +2% | +$400K | 7.46% | 4 |
|
|
2024
Q4 | $21M | Buy |
206,680
+2,546
| +1% | +$258K | 8.03% | 3 |
|
|
2024
Q3 | $19.5M | Sell |
204,134
-19,420
| -9% | -$1.86M | 7.58% | 3 |
|
|
2024
Q2 | $20.7M | Buy |
223,554
+115,196
| +106% | +$10.7M | 8.57% | 3 |
|
|
2024
Q1 | $9.15M | Buy |
108,358
+53,029
| +96% | +$4.48M | 3.99% | 8 |
|
|
2023
Q4 | $4.16M | Buy |
55,329
+2,287
| +4% | +$172K | 1.96% | 13 |
|
|
2023
Q3 | $3.63M | Buy |
+53,042
| New | +$3.63M | 1.92% | 13 |
|