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	-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