KFG Wealth Management’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 | – | Sell |
-73,484
| Closed | -$6.82M | – | 206 |
|
|
2025
Q1 | $6.82M | Sell |
73,484
-28,086
| -28% | -$2.61M | 1.24% | 16 |
|
|
2024
Q4 | $10.3M | Sell |
101,570
-11,840
| -10% | -$1.2M | 1.93% | 13 |
|
|
2024
Q3 | $10.9M | Buy |
113,410
+20,115
| +22% | +$1.93M | 2.36% | 11 |
|
|
2024
Q2 | $8.63M | Buy |
93,295
+616
| +0.7% | +$57K | 3.42% | 6 |
|
|
2024
Q1 | $7.83M | Sell |
92,679
-4,041
| -4% | -$341K | 3.22% | 6 |
|
|
2023
Q4 | $7.26M | Sell |
96,720
-10,732
| -10% | -$806K | 3.31% | 7 |
|
|
2023
Q3 | $7.35M | Sell |
107,452
-6,449
| -6% | -$441K | 3.99% | 6 |
|
|
2023
Q2 | $8.03M | Sell |
113,901
-11,730
| -9% | -$827K | 4.69% | 6 |
|
|
2023
Q1 | $8.13M | Buy |
+125,631
| New | +$8.13M | 5.63% | 6 |
|