KFA Private Wealth Group’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 | $671K | Buy |
+6,097
| New | +$671K | 0.21% | 59 |
|
|
2024
Q2 | – | Sell |
-9,437
| Closed | -$797K | – | 89 |
|
|
2024
Q1 | $797K | Buy |
9,437
+380
| +4% | +$32.1K | 0.25% | 42 |
|
|
2023
Q4 | $680K | Buy |
9,057
+28
| +0.3% | +$2.1K | 0.24% | 38 |
|
|
2023
Q3 | $618K | Hold |
9,029
| – | – | 0.26% | 38 |
|
|
2023
Q2 | $636K | Buy |
9,029
+9
| +0.1% | +$634 | 0.26% | 38 |
|
|
2023
Q1 | $576K | Sell |
9,020
-1,222
| -12% | -$78.1K | 0.26% | 36 |
|
|
2022
Q4 | $599K | Buy |
+10,242
| New | +$599K | 0.31% | 33 |
|