Cardinal Strategic Wealth Guidance’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 | $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% | -$20.1K | 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 | +$125K | 0.06% | 72 |
|