KKM Financial’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 | $275K | Hold |
2,500
| – | – | 0.1% | 132 |
|
|
2025
Q1 | $232K | Sell |
2,500
-1,000
| -29% | -$92.8K | 0.1% | 139 |
|
|
2024
Q4 | $355K | Hold |
3,500
| – | – | 0.15% | 116 |
|
|
2024
Q3 | $335K | Hold |
3,500
| – | – | 0.17% | 111 |
|
|
2024
Q2 | $324K | Hold |
3,500
| – | – | 0.15% | 120 |
|
|
2024
Q1 | $296K | Hold |
3,500
| – | – | 0.14% | 123 |
|
|
2023
Q4 | $263K | Buy |
+3,500
| New | +$263K | 0.17% | 111 |
|