Cahill Financial Advisors’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 | $32.3M | Sell |
234,566
-4,542
| -2% | -$600K | 3.1% | 8 |
|
|
2026
Q1 | $27M | Sell |
239,108
-3,422
| -1% | -$412K | 2.93% | 8 |
|
|
2025
Q4 | $29.9M | Sell |
242,530
-8,693
| -3% | -$1.06M | 3.27% | 8 |
|
|
2025
Q3 | $30.3M | Sell |
251,223
-8,162
| -3% | -$939K | 3.45% | 7 |
|
|
2025
Q2 | $28.6M | Sell |
259,385
-2,649
| -1% | -$262K | 3.54% | 6 |
|
|
2025
Q1 | $24.3M | Sell |
262,034
-1,198
| -0.5% | -$121K | 3.31% | 6 |
|
|
2024
Q4 | $26.7M | Buy |
263,232
+9,010
| +4% | +$899K | 3.62% | 4 |
|
|
2024
Q3 | $24.3M | Sell |
254,222
-2,425
| -0.9% | -$224K | 3.33% | 5 |
|
|
2024
Q2 | $23.8M | Buy |
256,647
+3,007
| +1% | +$259K | 3.25% | 5 |
|
|
2024
Q1 | $21.4M | Sell |
253,640
-11,257
| -4% | -$904K | 2.92% | 5 |
|
|
2023
Q4 | $19.9M | Sell |
264,897
-11,360
| -4% | -$809K | 2.94% | 7 |
|
|
2023
Q3 | $18.9M | Sell |
276,257
-5,207
| -2% | -$368K | 3.14% | 5 |
|
|
2023
Q2 | $19.8M | Sell |
281,464
-8,311
| -3% | -$549K | 3.21% | 3 |
|
|
2023
Q1 | $18.5M | Sell |
289,775
-2,181
| -0.7% | -$133K | 3.29% | 2 |
|
|
2022
Q4 | $17.1M | Sell |
291,956
-10,134
| -3% | -$609K | 3.28% | 3 |
|
|
2022
Q3 | $17.5M | Buy |
302,090
+19,897
| +7% | +$1.29M | 3.68% | 3 |
|
|
2022
Q2 | $17M | Buy |
282,193
+7,508
| +3% | +$497K | 3.62% | 4 |
|
|
2022
Q1 | $21M | Sell |
274,685
-7,495
| -3% | -$563K | 3.95% | 3 |
|
|
2021
Q4 | $23.6M | Sell |
282,180
-5,383
| -2% | -$434K | 4.56% | 2 |
|
|
2021
Q3 | $21.3M | Sell |
287,563
-12,025
| -4% | -$917K | 4.35% | 2 |
|
|
2021
Q2 | $21.8M | Sell |
299,588
-10,449
| -3% | -$723K | 4.9% | 3 |
|
|
2021
Q1 | $20.2M | Sell |
310,037
-40,105
| -11% | -$2.59M | 4.93% | 2 |
|
|
2020
Q4 | $22.3M | Buy |
350,142
+60,370
| +21% | +$3.66M | 5.64% | 1 |
|
|
2020
Q3 | $16.7M | Sell |
289,772
-6,148
| -2% | -$348K | 6.03% | 3 |
|
|
2020
Q2 | $15.4M | Sell |
295,920
-48,560
| -14% | -$2.33M | 5.94% | 2 |
|
|
2020
Q1 | $14.2M | Sell |
344,480
-19,920
| -5% | -$942K | 6.59% | 1 |
|
|
2019
Q4 | $17.6M | Sell |
364,400
-4,652
| -1% | -$216K | 6.41% | 1 |
|
|
2019
Q3 | $16.6M | Sell |
369,052
-7,480
| -2% | -$338K | 6.46% | 1 |
|
|
2019
Q2 | $16.9M | Buy |
376,532
+4,124
| +1% | +$181K | 6.69% | 1 |
|
|
2019
Q1 | $16M | Sell |
372,408
-51,836
| -12% | -$2.12M | 6.68% | 1 |
|
|
2018
Q4 | $16M | Buy |
424,244
+25,332
| +6% | +$1.03M | 8% | 1 |
|
|
2018
Q3 | $17.7M | Sell |
398,912
-3,572
| -0.9% | -$154K | 7.79% | 1 |
|
|
2018
Q2 | $16.4M | Buy |
402,484
+2,564
| +0.6% | +$103K | 7.55% | 1 |
|
|
2018
Q1 | $15.5M | Sell |
399,920
-36
| -0% | -$1.44K | 7.41% | 1 |
|
|
2017
Q4 | $15.3M | Buy |
399,956
+1,796
| +0.5% | +$67.1K | 7.67% | 1 |
|
|
2017
Q3 | $14.3M | Buy |
398,160
+3,252
| +0.8% | +$115K | 7.55% | 1 |
|
|
2017
Q2 | $13.5M | Buy |
394,908
+9,708
| +3% | +$329K | 7.48% | 1 |
|
|
2017
Q1 | $12.7M | Buy |
385,200
+1,220
| +0.3% | +$39.1K | 7.32% | 1 |
|
|
2016
Q4 | $11.7M | Buy |
383,980
+14,800
| +4% | +$447K | 7.12% | 2 |
|
|
2016
Q3 | $11.2M | Buy |
369,180
+20,892
| +6% | +$633K | 7.3% | 1 |
|
|
2016
Q2 | $10.2M | Buy |
348,288
+8,068
| +2% | +$234K | 7.08% | 2 |
|
|
2016
Q1 | $9.86M | Buy |
340,220
+27,660
| +9% | +$761K | 7.38% | 1 |
|
|
2015
Q4 | $9.05M | Buy |
312,560
+1,688
| +0.5% | +$49.1K | 7.39% | 1 |
|
|
2015
Q3 | $8.38M | Buy |
310,872
+1,232
| +0.4% | +$35K | 6.81% | 1 |
|
|
2015
Q2 | $8.81M | Buy |
309,640
+4,648
| +2% | +$135K | 6.6% | 1 |
|
|
2015
Q1 | $8.69M | Buy |
304,992
+6,924
| +2% | +$197K | 6.62% | 1 |
|
|
2014
Q4 | $8.32M | Buy |
298,068
+96
| +0% | +$2.62K | 6.42% | 1 |
|
|
2014
Q3 | $7.96M | Buy |
297,972
+6,552
| +2% | +$175K | 6.36% | 1 |
|
|
2014
Q2 | $7.66M | Buy |
291,420
+6,120
| +2% | +$155K | 6% | 1 |
|
|
2014
Q1 | $7.12M | Buy |
285,300
+8,220
| +3% | +$203K | 6.08% | 2 |
|
|
2013
Q4 | $6.84M | Buy |
+277,080
| New | +$6.53M | 5.92% | 1 |
|
Other funds holding IVW
PAS
Cahill Financial Advisors's IVW Position: Q2 2026 in Review
Cahill Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.9% in Q2 2026, selling an estimated $600K and leaving 234,566 shares worth $32.3M. The position accounts for 3.1% of the portfolio, ranked #8.
Cahill Financial Advisors first reported a position in IVW in Q4 2013 and has held it in 51 quarters since. 1,721 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Cahill Financial Advisors held 234,566 shares of iShares S&P 500 Growth ETF worth $32.3M as of Q2 2026.
- Cahill Financial Advisors sold 4,542 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $600K.
- iShares S&P 500 Growth ETF made up 3.1% of Cahill Financial Advisors's portfolio in Q2 2026, its #8 holding.
- Cahill Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and has held it in 51 quarters since.
- 1,721 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.