KMG Fiduciary Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.7M | Sell |
|
|||||
|
2025
Q2 | $10.7M | Buy |
|
|||||
|
2025
Q1 | $8.74M | Buy |
|
|||||
|
2024
Q4 | $8.71M | Buy |
|
|||||
|
2024
Q3 | $7.9M | Buy |
|
|||||
|
2024
Q2 | $3.16M | Buy |
|
|||||
|
2024
Q1 | $1.77M | Buy |
|
|||||
|
2023
Q4 | $1.56M | Hold |
|
|||||
|
2023
Q3 | $1.43M | Hold |
|
|||||
|
2023
Q2 | $1.47M | Hold |
|
|||||
|
2023
Q1 | $1.33M | Buy |
|