Cardinal Strategic Wealth Guidance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $160K | Hold |
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|
2025
Q2 | $146K | Hold |
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|
2025
Q1 | $123K | Hold |
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|
2024
Q4 | $135K | Hold |
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|
2024
Q3 | $127K | Hold |
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|
2024
Q2 | $123K | Hold |
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|
2024
Q1 | $112K | Hold |
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|
2023
Q4 | $99.6K | Hold |
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|
2023
Q3 | $90.7K | Hold |
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|
2023
Q2 | $93.5K | Hold |
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|
2023
Q1 | $84.7K | Sell |
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|
2022
Q4 | $95.9K | Hold |
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|
2022
Q3 | $95K | Hold |
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|
2022
Q2 | $99K | Hold |
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|
2022
Q1 | $125K | Buy |
|