Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.16M | Buy |
44,762
+2,618
| +6% | +$346K | 0.07% | 241 |
|
|
2026
Q1 | $4.77M | Buy |
42,144
+3,135
| +8% | +$377K | 0.07% | 305 |
|
|
2025
Q4 | $4.81M | Buy |
39,009
+4,899
| +14% | +$600K | 0.07% | 283 |
|
|
2025
Q3 | $4.12M | Buy |
34,110
+4,311
| +14% | +$496K | 0.06% | 311 |
|
|
2025
Q2 | $3.28M | Buy |
29,799
+2,193
| +8% | +$217K | 0.06% | 323 |
|
|
2025
Q1 | $2.56M | Sell |
27,606
-416
| -1% | -$41.9K | 0.05% | 332 |
|
|
2024
Q4 | $2.85M | Buy |
28,022
+1,380
| +5% | +$138K | 0.06% | 308 |
|
|
2024
Q3 | $2.55M | Buy |
26,642
+1,705
| +7% | +$157K | 0.05% | 312 |
|
|
2024
Q2 | $2.31M | Buy |
24,937
+3,031
| +14% | +$261K | 0.05% | 312 |
|
|
2024
Q1 | $1.85M | Buy |
21,906
+792
| +4% | +$63.6K | 0.05% | 358 |
|
|
2023
Q4 | $1.59M | Buy |
21,114
+4,109
| +24% | +$292K | 0.05% | 337 |
|
|
2023
Q3 | $1.16M | Buy |
17,005
+10,341
| +155% | +$732K | 0.04% | 397 |
|
|
2023
Q2 | $470K | Buy |
6,664
+1,586
| +31% | +$105K | 0.02% | 609 |
|
|
2023
Q1 | $324K | Sell |
5,078
-333
| -6% | -$20.4K | 0.01% | 690 |
|
|
2022
Q4 | $317K | Sell |
5,411
-1,037
| -16% | -$62.3K | 0.01% | 651 |
|
|
2022
Q3 | $373K | Sell |
6,448
-1,314
| -17% | -$85.4K | 0.02% | 576 |
|
|
2022
Q2 | $468K | Sell |
7,762
-2,762
| -26% | -$183K | 0.02% | 553 |
|
|
2022
Q1 | $804K | Buy |
10,524
+2,220
| +27% | +$167K | 0.04% | 456 |
|
|
2021
Q4 | $695K | Buy |
8,304
+1,107
| +15% | +$89.2K | 0.03% | 496 |
|
|
2021
Q3 | $532K | Buy |
7,197
+283
| +4% | +$21.6K | 0.03% | 525 |
|
|
2021
Q2 | $505K | Sell |
6,914
-3,824
| -36% | -$265K | 0.02% | 555 |
|
|
2021
Q1 | $709K | Sell |
10,738
-5,272
| -33% | -$341K | 0.04% | 430 |
|
|
2020
Q4 | $1.02M | Sell |
16,010
-1,182
| -7% | -$71.7K | 0.07% | 271 |
|
|
2020
Q3 | $993K | Buy |
17,192
+820
| +5% | +$46.4K | 0.09% | 223 |
|
|
2020
Q2 | $849K | Buy |
16,372
+3,340
| +26% | +$160K | 0.09% | 232 |
|
|
2020
Q1 | $538K | Sell |
13,032
-4,060
| -24% | -$192K | 0.07% | 257 |
|
|
2019
Q4 | $827K | Buy |
17,092
+1,496
| +10% | +$69.3K | 0.1% | 219 |
|
|
2019
Q3 | $702K | Buy |
15,596
+1,836
| +13% | +$83K | 0.11% | 201 |
|
|
2019
Q2 | $617K | Buy |
13,760
+772
| +6% | +$34K | 0.1% | 213 |
|
|
2019
Q1 | $560K | Buy |
12,988
+2,448
| +23% | +$100K | 0.09% | 250 |
|
|
2018
Q4 | $397K | Sell |
10,540
-832
| -7% | -$33.7K | 0.09% | 242 |
|
|
2018
Q3 | $504K | Buy |
11,372
+3,836
| +51% | +$165K | 0.1% | 221 |
|
|
2018
Q2 | $306K | Sell |
7,536
-232
| -3% | -$9.32K | 0.07% | 261 |
|
|
2018
Q1 | $301K | Sell |
7,768
-212
| -3% | -$8.46K | 0.07% | 256 |
|
|
2017
Q4 | $305K | Buy |
7,980
+656
| +9% | +$24.5K | 0.11% | 241 |
|
|
2017
Q3 | $263K | Buy |
7,324
+784
| +12% | +$27.6K | 0.12% | 230 |
|
|
2017
Q2 | $224K | Buy |
+6,540
| New | +$222K | 0.12% | 224 |
|
Other funds holding IVW
Kingsview Wealth Management's IVW Position: Q2 2026 in Review
Kingsview Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 6.2% in Q2 2026, buying an estimated $346K and bringing the position to 44,762 shares worth $6.16M. The position accounts for 0.07% of the portfolio, ranked #241.
Kingsview Wealth Management first reported a position in IVW in Q2 2017 and has held it in 37 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Kingsview Wealth Management held 44,762 shares of iShares S&P 500 Growth ETF worth $6.16M as of Q2 2026.
- Kingsview Wealth Management bought 2,618 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $346K.
- iShares S&P 500 Growth ETF made up 0.07% of Kingsview Wealth Management's portfolio in Q2 2026, its #241 holding.
- Kingsview Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2017 and has held it in 37 quarters since.
- 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.