Kingdom Financial 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 | – | Sell |
-3,240
| Closed | -$301K | – | 65 |
|
|
2025
Q1 | $301K | Buy |
3,240
+53
| +2% | +$4.92K | 0.22% | 36 |
|
|
2024
Q4 | $324K | Sell |
3,187
-108
| -3% | -$11K | 0.22% | 39 |
|
|
2024
Q3 | $315K | Sell |
3,295
-1,250
| -28% | -$120K | 0.24% | 37 |
|
|
2024
Q2 | $421K | Sell |
4,545
-358
| -7% | -$33.1K | 0.28% | 33 |
|
|
2024
Q1 | $414K | Buy |
+4,903
| New | +$414K | 0.29% | 35 |
|