Cadence Bank’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 | $2.99M | Sell |
27,196
-1,209
| -4% | -$133K | 0.2% | 93 |
|
|
2025
Q1 | $2.64M | Sell |
28,405
-162
| -0.6% | -$15K | 0.19% | 91 |
|
|
2024
Q4 | $2.9M | Sell |
28,567
-45
| -0.2% | -$4.57K | 0.2% | 93 |
|
|
2024
Q3 | $2.74M | Buy |
+28,612
| New | +$2.74M | 0.19% | 96 |
|
|
2024
Q2 | – | Sell |
-28,506
| Closed | -$2.41M | – | 325 |
|
|
2024
Q1 | $2.41M | Sell |
28,506
-261
| -0.9% | -$22K | 0.18% | 100 |
|
|
2023
Q4 | $2.16M | Hold |
28,767
| – | – | 0.18% | 102 |
|
|
2023
Q3 | $1.97M | Buy |
28,767
+496
| +2% | +$33.9K | 0.17% | 102 |
|
|
2023
Q2 | $1.99M | Sell |
28,271
-9,560
| -25% | -$674K | 0.17% | 100 |
|
|
2023
Q1 | $2.42M | Hold |
37,831
| – | – | 0.22% | 92 |
|
|
2022
Q4 | $2.21M | Buy |
+37,831
| New | +$2.21M | 0.2% | 94 |
|