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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$6.82M Sell
2024
Q4
$10.3M Sell
2024
Q3
$10.9M Buy
2024
Q2
$8.63M Buy
2024
Q1
$7.83M Sell
2023
Q4
$7.26M Sell
2023
Q3
$7.35M Sell
2023
Q2
$8.03M Sell
2023
Q1
$8.13M Buy