L.M. Kohn & Company’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 | $303K | Sell |
2,752
-164
| -6% | -$18.1K | 0.08% | 203 |
|
|
2025
Q1 | $271K | Sell |
2,916
-36
| -1% | -$3.34K | 0.07% | 221 |
|
|
2024
Q4 | $300K | Hold |
2,952
| – | – | 0.08% | 191 |
|
|
2024
Q3 | $283K | Buy |
2,952
+548
| +23% | +$52.5K | 0.07% | 209 |
|
|
2024
Q2 | $222K | Sell |
2,404
-548
| -19% | -$50.7K | 0.06% | 238 |
|
|
2024
Q1 | $249K | Buy |
+2,952
| New | +$249K | 0.07% | 220 |
|