Cassaday & Co Wealth Management’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 | $1.12M | Hold |
10,143
| – | – | 0.03% | 119 |
|
|
2025
Q1 | $942K | Hold |
10,143
| – | – | 0.03% | 125 |
|
|
2024
Q4 | $1.03M | Hold |
10,143
| – | – | 0.03% | 116 |
|
|
2024
Q3 | $971K | Sell |
10,143
-37
| -0.4% | -$3.54K | 0.03% | 115 |
|
|
2024
Q2 | $942K | Buy |
10,180
+322
| +3% | +$29.8K | 0.03% | 108 |
|
|
2024
Q1 | $832K | Sell |
9,858
-112
| -1% | -$9.46K | 0.03% | 122 |
|
|
2023
Q4 | $749K | Buy |
9,970
+112
| +1% | +$8.41K | 0.03% | 121 |
|
|
2023
Q3 | $674K | Hold |
9,858
| – | – | 0.03% | 118 |
|
|
2023
Q2 | $695K | Sell |
9,858
-14,306
| -59% | -$1.01M | 0.03% | 121 |
|
|
2023
Q1 | $1.54M | Sell |
24,164
-509
| -2% | -$32.5K | 0.07% | 67 |
|
|
2022
Q4 | $1.44M | Buy |
+24,673
| New | +$1.44M | 0.07% | 69 |
|