KWB Wealth’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 | $1.07M | Hold |
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|
2025
Q2 | $901K | Buy |
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|
2025
Q1 | $986K | Hold |
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|
2024
Q4 | $930K | Hold |
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|
2024
Q3 | $898K | Hold |
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|
2024
Q2 | $820K | Hold |
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|
2024
Q1 | $820K | Sell |
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|
2023
Q4 | $744K | Sell |
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|
2023
Q3 | $709K | Hold |
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|
2023
Q2 | $709K | Sell |
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|
2023
Q1 | $593K | Hold |
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|
2022
Q4 | $593K | Hold |
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|
2022
Q3 | $586K | Sell |
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|
2022
Q2 | $614K | Sell |
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|
2022
Q1 | $855K | Hold |
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|
2021
Q4 | $855K | Hold |
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|
2021
Q3 | $755K | Sell |
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|
2021
Q2 | $686K | Hold |
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|
2021
Q1 | $686K | Sell |
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|
2020
Q4 | $679K | Buy |
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