Cassaday & Co Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cassaday & Co Wealth Management’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	$1.18M	Buy	10,423 +280	+3%	+$33.7K	0.03%	126
2025 Q4	$1.25M	Hold	10,143	–	–	0.03%	118
2025 Q3	$1.22M	Hold	10,143	–	–	0.03%	116
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%	-$3.42K	0.03%	115
2024 Q2	$942K	Buy	10,180 +322	+3%	+$27.8K	0.03%	108
2024 Q1	$832K	Sell	9,858 -112	-1%	-$9K	0.03%	122
2023 Q4	$749K	Buy	9,970 +112	+1%	+$7.97K	0.03%	121
2023 Q3	$674K	Hold	9,858	–	–	0.03%	118
2023 Q2	$695K	Sell	9,858 -14,306	-59%	-$946K	0.03%	121
2023 Q1	$1.54M	Sell	24,164 -509	-2%	-$31.1K	0.07%	67
2022 Q4	$1.44M	Buy	+24,673	New	+$1.48M	0.07%	69

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

Cassaday & Co Wealth Management's IVW Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 2.8% in Q1 2026, buying an estimated $33.7K and bringing the position to 10,423 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #126.

Cassaday & Co Wealth Management first reported a position in IVW in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.54M in Q1 2023. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Cassaday & Co Wealth Management held 10,423 shares of iShares S&P 500 Growth ETF worth $1.18M as of Q1 2026.
Cassaday & Co Wealth Management bought 280 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $33.7K.
iShares S&P 500 Growth ETF made up 0.03% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #126 holding.
Cassaday & Co Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.54M in Q1 2023.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.