KWM
Kingsview Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Buy |
24,950
+2,176
| +10% | +$1.35M | 0.26% | 66 |
|
|
2025
Q1 | $12.8M | Sell |
22,774
-6,875
| -23% | -$3.86M | 0.24% | 76 |
|
|
2024
Q4 | $17.5M | Sell |
29,649
-12,105
| -29% | -$7.13M | 0.34% | 52 |
|
|
2024
Q3 | $24.1M | Buy |
41,754
+1,893
| +5% | +$1.09M | 0.51% | 42 |
|
|
2024
Q2 | $21.8M | Buy |
39,861
+6,436
| +19% | +$3.52M | 0.52% | 35 |
|
|
2024
Q1 | $17.6M | Buy |
33,425
+458
| +1% | +$241K | 0.44% | 43 |
|
|
2023
Q4 | $15.7M | Buy |
32,967
+1,414
| +4% | +$675K | 0.47% | 45 |
|
|
2023
Q3 | $13.5M | Buy |
31,553
+1,274
| +4% | +$547K | 0.49% | 42 |
|
|
2023
Q2 | $13.5M | Buy |
30,279
+2,639
| +10% | +$1.18M | 0.53% | 36 |
|
|
2023
Q1 | $11.4M | Sell |
27,640
-2,071
| -7% | -$851K | 0.48% | 45 |
|
|
2022
Q4 | $11.4M | Buy |
29,711
+1,151
| +4% | +$442K | 0.5% | 40 |
|
|
2022
Q3 | $10.2M | Buy |
28,560
+8,488
| +42% | +$3.04M | 0.49% | 44 |
|
|
2022
Q2 | $7.61M | Buy |
20,072
+6,153
| +44% | +$2.33M | 0.36% | 63 |
|
|
2022
Q1 | $6.31M | Sell |
13,919
-759
| -5% | -$344K | 0.28% | 85 |
|
|
2021
Q4 | $7M | Buy |
14,678
+789
| +6% | +$376K | 0.29% | 76 |
|
|
2021
Q3 | $5.98M | Sell |
13,889
-697
| -5% | -$300K | 0.28% | 78 |
|
|
2021
Q2 | $6.27M | Buy |
14,586
+325
| +2% | +$140K | 0.31% | 68 |
|
|
2021
Q1 | $5.73M | Buy |
14,261
+3,370
| +31% | +$1.35M | 0.33% | 69 |
|
|
2020
Q4 | $4.09M | Sell |
10,891
-3,658
| -25% | -$1.37M | 0.3% | 80 |
|
|
2020
Q3 | $4.89M | Buy |
14,549
+437
| +3% | +$147K | 0.44% | 58 |
|
|
2020
Q2 | $4.37M | Buy |
14,112
+1,243
| +10% | +$385K | 0.44% | 56 |
|
|
2020
Q1 | $3.33M | Buy |
12,869
+685
| +6% | +$177K | 0.45% | 67 |
|
|
2019
Q4 | $3.94M | Buy |
12,184
+980
| +9% | +$317K | 0.49% | 60 |
|
|
2019
Q3 | $3.35M | Sell |
11,204
-626
| -5% | -$187K | 0.53% | 52 |
|
|
2019
Q2 | $3.49M | Buy |
11,830
+3,780
| +47% | +$1.11M | 0.59% | 48 |
|
|
2019
Q1 | $2.29M | Buy |
8,050
+6,665
| +481% | +$1.9M | 0.35% | 77 |
|
|
2018
Q4 | $348K | Buy |
1,385
+197
| +17% | +$49.5K | 0.08% | 263 |
|
|
2018
Q3 | $348K | Buy |
1,188
+27
| +2% | +$7.91K | 0.07% | 273 |
|
|
2018
Q2 | $317K | Sell |
1,161
-37
| -3% | -$10.1K | 0.08% | 258 |
|
|
2018
Q1 | $318K | Sell |
1,198
-1,461
| -55% | -$388K | 0.08% | 252 |
|
|
2017
Q4 | $715K | Buy |
2,659
+568
| +27% | +$153K | 0.26% | 122 |
|
|
2017
Q3 | $529K | Buy |
2,091
+127
| +6% | +$32.1K | 0.23% | 133 |
|
|
2017
Q2 | $478K | Buy |
1,964
+78
| +4% | +$19K | 0.25% | 127 |
|
|
2017
Q1 | $447K | Buy |
+1,886
| New | +$447K | 0.27% | 129 |
|