KPP Advisory Services’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 | $3.91M | Buy |
35,534
+2,307
| +7% | +$254K | 0.65% | 37 |
|
|
2025
Q1 | $3.08M | Sell |
33,227
-629
| -2% | -$58.4K | 0.58% | 45 |
|
|
2024
Q4 | $3.44M | Sell |
33,856
-8,429
| -20% | -$856K | 0.81% | 28 |
|
|
2024
Q3 | $4.05M | Sell |
42,285
-5,900
| -12% | -$565K | 0.97% | 27 |
|
|
2024
Q2 | $4.46M | Sell |
48,185
-5,054
| -9% | -$468K | 1.19% | 22 |
|
|
2024
Q1 | $4.5M | Buy |
+53,239
| New | +$4.5M | 1.23% | 20 |
|
|
2023
Q4 | – | Sell |
-53,704
| Closed | -$3.67M | – | 174 |
|
|
2023
Q3 | $3.67M | Buy |
+53,704
| New | +$3.67M | 1.21% | 16 |
|