KWB Wealth’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 | $901K | Buy |
9,711
+2
| +0% | +$186 | 0.11% | 78 |
|
|
2025
Q1 | $986K | Hold |
9,709
| – | – | 0.12% | 78 |
|
|
2024
Q4 | $930K | Hold |
9,709
| – | – | 0.12% | 67 |
|
|
2024
Q3 | $898K | Hold |
9,709
| – | – | 0.12% | 65 |
|
|
2024
Q2 | $820K | Hold |
9,709
| – | – | 0.11% | 66 |
|
|
2024
Q1 | $820K | Sell |
9,709
-197
| -2% | -$16.6K | 0.11% | 66 |
|
|
2023
Q4 | $744K | Sell |
9,906
-149
| -1% | -$11.2K | 0.11% | 66 |
|
|
2023
Q3 | $709K | Hold |
10,055
| – | – | 0.11% | 62 |
|
|
2023
Q2 | $709K | Sell |
10,055
-80
| -0.8% | -$5.64K | 0.11% | 62 |
|
|
2023
Q1 | $593K | Hold |
10,135
| – | – | 0.11% | 63 |
|
|
2022
Q4 | $593K | Hold |
10,135
| – | – | 0.11% | 61 |
|
|
2022
Q3 | $586K | Sell |
10,135
-36
| -0.4% | -$2.08K | 0.12% | 58 |
|
|
2022
Q2 | $614K | Sell |
10,171
-46
| -0.5% | -$2.78K | 0.12% | 56 |
|
|
2022
Q1 | $855K | Hold |
10,217
| – | – | 0.14% | 42 |
|
|
2021
Q4 | $855K | Hold |
10,217
| – | – | 0.14% | 42 |
|
|
2021
Q3 | $755K | Sell |
10,217
-315
| -3% | -$23.3K | 0.13% | 45 |
|
|
2021
Q2 | $686K | Hold |
10,532
| – | – | 0.13% | 44 |
|
|
2021
Q1 | $686K | Sell |
10,532
-107
| -1% | -$6.97K | 0.13% | 44 |
|
|
2020
Q4 | $679K | Buy |
+10,639
| New | +$679K | 0.14% | 45 |
|