KFG Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

KFG Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-73,484	Closed	-$6.82M	–	206
2025 Q1	$6.82M	Sell	73,484 -28,086	-28%	-$2.83M	1.24%	16
2024 Q4	$10.3M	Sell	101,570 -11,840	-10%	-$1.18M	1.93%	13
2024 Q3	$10.9M	Buy	113,410 +20,115	+22%	+$1.86M	2.36%	11
2024 Q2	$8.63M	Buy	93,295 +616	+0.7%	+$53.1K	3.42%	6
2024 Q1	$7.83M	Sell	92,679 -4,041	-4%	-$325K	3.22%	6
2023 Q4	$7.26M	Sell	96,720 -10,732	-10%	-$764K	3.31%	7
2023 Q3	$7.35M	Sell	107,452 -6,449	-6%	-$456K	3.99%	6
2023 Q2	$8.03M	Sell	113,901 -11,730	-9%	-$775K	4.69%	6
2023 Q1	$8.13M	Buy	+125,631	New	+$7.68M	5.63%	6

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KFG Wealth Management's IVW Position: Q2 2025 in Review

KFG Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 73,484 shares — an estimated $6.82M sold.

KFG Wealth Management first reported a position in IVW in Q1 2023 and held it in 9 quarters. The position peaked at $10.9M in Q3 2024. 1,887 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

KFG Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
KFG Wealth Management sold 73,484 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $6.82M.
KFG Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and held it in 9 quarters.
KFG Wealth Management's iShares S&P 500 Growth ETF position peaked at $10.9M in Q3 2024.
1,887 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on KFG Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.