Kingswood Wealth Advisors’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 | $2.34M | Buy |
21,258
+174
| +0.8% | +$19.2K | 0.18% | 120 |
|
|
2025
Q1 | $1.96M | Buy |
21,084
+3,472
| +20% | +$323K | 0.18% | 141 |
|
|
2024
Q4 | $1.79M | Buy |
17,612
+2,301
| +15% | +$234K | 0.13% | 166 |
|
|
2024
Q3 | $1.47M | Buy |
15,311
+4,836
| +46% | +$463K | 0.1% | 224 |
|
|
2024
Q2 | $969K | Buy |
10,475
+6,784
| +184% | +$628K | 0.09% | 240 |
|
|
2024
Q1 | $312K | Sell |
3,691
-1,538
| -29% | -$130K | 0.04% | 464 |
|
|
2023
Q4 | $393K | Buy |
+5,229
| New | +$393K | 0.04% | 402 |
|