Cahaba Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.13M | Sell |
51,830
-3,998
| -7% | -$528K | 0.43% | 19 |
|
|
2026
Q1 | $6.31M | Buy |
55,828
+196
| +0.4% | +$23.6K | 0.43% | 19 |
|
|
2025
Q4 | $6.86M | Sell |
55,632
-1,137
| -2% | -$139K | 0.48% | 19 |
|
|
2025
Q3 | $6.85M | Sell |
56,769
-2,936
| -5% | -$338K | 0.5% | 19 |
|
|
2025
Q2 | $6.57M | Sell |
59,705
-1,461
| -2% | -$145K | 0.51% | 19 |
|
|
2025
Q1 | $5.68M | Sell |
61,166
-1,012
| -2% | -$102K | 0.47% | 21 |
|
|
2024
Q4 | $6.31M | Sell |
62,178
-1,843
| -3% | -$184K | 0.52% | 21 |
|
|
2024
Q3 | $6.13M | Sell |
64,021
-5,214
| -8% | -$481K | 0.51% | 20 |
|
|
2024
Q2 | $6.41M | Sell |
69,235
-248
| -0.4% | -$21.4K | 0.57% | 19 |
|
|
2024
Q1 | $5.87M | Sell |
69,483
-1,025
| -1% | -$82.4K | 0.53% | 20 |
|
|
2023
Q4 | $5.3M | Sell |
70,508
-8,979
| -11% | -$639K | 0.53% | 21 |
|
|
2023
Q3 | $5.44M | Sell |
79,487
-16,116
| -17% | -$1.14M | 0.6% | 19 |
|
|
2023
Q2 | $6.74M | Sell |
95,603
-4,609
| -5% | -$305K | 0.73% | 16 |
|
|
2023
Q1 | $6.4M | Sell |
100,212
-475
| -0.5% | -$29K | 0.73% | 16 |
|
|
2022
Q4 | $5.89M | Buy |
100,687
+397
| +0.4% | +$23.8K | 0.73% | 17 |
|
|
2022
Q3 | $5.8M | Sell |
100,290
-1,088
| -1% | -$70.7K | 0.8% | 15 |
|
|
2022
Q2 | $6.12M | Buy |
101,378
+12,379
| +14% | +$819K | 0.87% | 13 |
|
|
2022
Q1 | $5.94M | Sell |
88,999
-338
| -0.4% | -$25.4K | 0.82% | 15 |
|
|
2021
Q4 | $7.47M | Sell |
89,337
-1,578
| -2% | -$127K | 0.99% | 14 |
|
|
2021
Q3 | $6.72M | Buy |
90,915
+851
| +0.9% | +$64.9K | 0.99% | 15 |
|
|
2021
Q2 | $6.8M | Sell |
90,064
-7,239
| -7% | -$501K | 1.05% | 15 |
|
|
2021
Q1 | $6.33M | Sell |
97,303
-7,165
| -7% | -$463K | 0.98% | 14 |
|
|
2020
Q4 | $6.86M | Sell |
104,468
-13,768
| -12% | -$835K | 1.13% | 13 |
|
|
2020
Q3 | $6.83M | Sell |
118,236
-16,548
| -12% | -$937K | 1.35% | 11 |
|
|
2020
Q2 | $7.37M | Sell |
134,784
-19,340
| -13% | -$927K | 1.52% | 10 |
|
|
2020
Q1 | $6.36M | Sell |
154,124
-57,140
| -27% | -$2.7M | 1.62% | 9 |
|
|
2019
Q4 | $10.2M | Sell |
211,264
-53,464
| -20% | -$2.48M | 2.27% | 8 |
|
|
2019
Q3 | $11.9M | Sell |
264,728
-48,880
| -16% | -$2.21M | 2.84% | 8 |
|
|
2019
Q2 | $14.1M | Sell |
313,608
-48
| -0% | -$2.11K | 3.51% | 8 |
|
|
2019
Q1 | $13.5M | Sell |
313,656
-8,380
| -3% | -$343K | 3.65% | 8 |
|
|
2018
Q4 | $12.1M | Buy |
322,036
+1,628
| +0.5% | +$65.9K | 3.74% | 8 |
|
|
2018
Q3 | $14.2M | Buy |
320,408
+924
| +0.3% | +$39.7K | 4.66% | 6 |
|
|
2018
Q2 | $13.5M | Buy |
319,484
+8,596
| +3% | +$345K | 4.69% | 6 |
|
|
2018
Q1 | $11.8M | Buy |
310,888
+12,856
| +4% | +$513K | 4.64% | 5 |
|
|
2017
Q4 | $11.4M | Buy |
298,032
+14,920
| +5% | +$557K | 4.64% | 4 |
|
|
2017
Q3 | $10.2M | Buy |
+283,112
| New | +$9.97M | 4.65% | 4 |
|
Other funds holding IVW
Cahaba Wealth Management's IVW Position: Q2 2026 in Review
Cahaba Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.2% in Q2 2026, selling an estimated $528K and leaving 51,830 shares worth $7.13M. The position accounts for 0.43% of the portfolio, ranked #19.
Cahaba Wealth Management first reported a position in IVW in Q3 2017 and has held it in 36 quarters since. The position peaked at $14.2M in Q3 2018. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Cahaba Wealth Management held 51,830 shares of iShares S&P 500 Growth ETF worth $7.13M as of Q2 2026.
- Cahaba Wealth Management sold 3,998 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $528K.
- iShares S&P 500 Growth ETF made up 0.43% of Cahaba Wealth Management's portfolio in Q2 2026, its #19 holding.
- Cahaba Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and has held it in 36 quarters since.
- Cahaba Wealth Management's iShares S&P 500 Growth ETF position peaked at $14.2M in Q3 2018.
- 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.