Kingsview Wealth Management’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 | $3.28M | Buy |
29,799
+2,193
| +8% | +$241K | 0.06% | 323 |
|
|
2025
Q1 | $2.56M | Sell |
27,606
-416
| -1% | -$38.6K | 0.05% | 332 |
|
|
2024
Q4 | $2.85M | Buy |
28,022
+1,380
| +5% | +$140K | 0.06% | 308 |
|
|
2024
Q3 | $2.55M | Buy |
26,642
+1,705
| +7% | +$163K | 0.05% | 312 |
|
|
2024
Q2 | $2.31M | Buy |
24,937
+3,031
| +14% | +$280K | 0.05% | 312 |
|
|
2024
Q1 | $1.85M | Buy |
21,906
+792
| +4% | +$66.9K | 0.05% | 358 |
|
|
2023
Q4 | $1.59M | Buy |
21,114
+4,109
| +24% | +$309K | 0.05% | 337 |
|
|
2023
Q3 | $1.16M | Buy |
17,005
+10,341
| +155% | +$708K | 0.04% | 397 |
|
|
2023
Q2 | $470K | Buy |
6,664
+1,586
| +31% | +$112K | 0.02% | 609 |
|
|
2023
Q1 | $324K | Sell |
5,078
-333
| -6% | -$21.3K | 0.01% | 690 |
|
|
2022
Q4 | $317K | Sell |
5,411
-1,037
| -16% | -$60.7K | 0.01% | 651 |
|
|
2022
Q3 | $373K | Sell |
6,448
-1,314
| -17% | -$76K | 0.02% | 576 |
|
|
2022
Q2 | $468K | Sell |
7,762
-2,762
| -26% | -$167K | 0.02% | 553 |
|
|
2022
Q1 | $804K | Buy |
10,524
+2,220
| +27% | +$170K | 0.04% | 456 |
|
|
2021
Q4 | $695K | Buy |
8,304
+1,107
| +15% | +$92.7K | 0.03% | 490 |
|
|
2021
Q3 | $532K | Buy |
7,197
+283
| +4% | +$20.9K | 0.03% | 524 |
|
|
2021
Q2 | $505K | Sell |
6,914
-3,824
| -36% | -$279K | 0.02% | 554 |
|
|
2021
Q1 | $709K | Sell |
10,738
-5,272
| -33% | -$348K | 0.04% | 430 |
|
|
2020
Q4 | $1.02M | Sell |
16,010
-1,182
| -7% | -$75.5K | 0.07% | 271 |
|
|
2020
Q3 | $993K | Buy |
17,192
+820
| +5% | +$47.4K | 0.09% | 223 |
|
|
2020
Q2 | $849K | Buy |
16,372
+3,340
| +26% | +$173K | 0.09% | 232 |
|
|
2020
Q1 | $538K | Sell |
13,032
-4,060
| -24% | -$168K | 0.07% | 257 |
|
|
2019
Q4 | $827K | Buy |
17,092
+1,496
| +10% | +$72.4K | 0.1% | 219 |
|
|
2019
Q3 | $702K | Buy |
15,596
+1,836
| +13% | +$82.6K | 0.11% | 201 |
|
|
2019
Q2 | $617K | Buy |
13,760
+772
| +6% | +$34.6K | 0.1% | 213 |
|
|
2019
Q1 | $560K | Buy |
12,988
+2,448
| +23% | +$106K | 0.09% | 250 |
|
|
2018
Q4 | $397K | Sell |
10,540
-832
| -7% | -$31.3K | 0.09% | 242 |
|
|
2018
Q3 | $504K | Buy |
11,372
+3,836
| +51% | +$170K | 0.1% | 221 |
|
|
2018
Q2 | $306K | Sell |
7,536
-232
| -3% | -$9.42K | 0.07% | 261 |
|
|
2018
Q1 | $301K | Sell |
7,768
-212
| -3% | -$8.22K | 0.07% | 256 |
|
|
2017
Q4 | $305K | Buy |
7,980
+656
| +9% | +$25.1K | 0.11% | 241 |
|
|
2017
Q3 | $263K | Buy |
7,324
+784
| +12% | +$28.2K | 0.12% | 230 |
|
|
2017
Q2 | $224K | Buy |
+6,540
| New | +$224K | 0.12% | 224 |
|