Cardinal Strategic Wealth Guidance’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cardinal Strategic Wealth Guidance’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$150K	Hold	1,326	–	–	0.04%	53
2025 Q4	$163K	Hold	1,326	–	–	0.04%	53
2025 Q3	$160K	Hold	1,326	–	–	0.04%	52
2025 Q2	$146K	Hold	1,326	–	–	0.04%	53
2025 Q1	$123K	Hold	1,326	–	–	0.04%	51
2024 Q4	$135K	Hold	1,326	–	–	0.04%	66
2024 Q3	$127K	Hold	1,326	–	–	0.04%	53
2024 Q2	$123K	Hold	1,326	–	–	0.04%	52
2024 Q1	$112K	Hold	1,326	–	–	0.04%	51
2023 Q4	$99.6K	Hold	1,326	–	–	0.04%	63
2023 Q3	$90.7K	Hold	1,326	–	–	0.04%	66
2023 Q2	$93.5K	Hold	1,326	–	–	0.04%	65
2023 Q1	$84.7K	Sell	1,326 -314	-19%	-$19.2K	0.04%	66
2022 Q4	$95.9K	Hold	1,640	–	–	0.05%	71
2022 Q3	$95K	Hold	1,640	–	–	0.05%	61
2022 Q2	$99K	Hold	1,640	–	–	0.05%	66
2022 Q1	$125K	Buy	+1,640	New	+$123K	0.06%	72

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's IVW Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 1,326 shares worth $150K. The position accounts for 0.04% of the portfolio, ranked #53.

Cardinal Strategic Wealth Guidance first reported a position in IVW in Q1 2022 and has held it in 17 quarters since. The position peaked at $163K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Cardinal Strategic Wealth Guidance held 1,326 shares of iShares S&P 500 Growth ETF worth $150K as of Q1 2026.
Cardinal Strategic Wealth Guidance left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.04% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #53 holding.
Cardinal Strategic Wealth Guidance first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 17 quarters since.
Cardinal Strategic Wealth Guidance's iShares S&P 500 Growth ETF position peaked at $163K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.