Cassady Schiller Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cassady Schiller 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
2024 Q4	$324K	Hold	3,186	–	–	0.12%	85
2024 Q3	$305K	Hold	3,186	–	–	0.11%	90
2024 Q2	$295K	Hold	3,186	–	–	0.12%	87
2024 Q1	$269K	Hold	3,186	–	–	0.12%	92
2023 Q4	$239K	Hold	3,186	–	–	0.12%	93
2023 Q3	$218K	Hold	3,186	–	–	0.12%	94
2023 Q2	$225K	Hold	3,186	–	–	0.12%	97
2023 Q1	$204K	Buy	3,186 +1	+0%	+$61	0.1%	102
2022 Q4	$186K	Sell	3,185 -4,174	-57%	-$251K	0.11%	102
2022 Q3	$426K	Buy	+7,359	New	+$478K	0.25%	65
2022 Q2	–	Sell	-3,136	Closed	-$240K	–	110
2022 Q1	$240K	Buy	3,136 +1	+0%	+$75	0.12%	97
2021 Q4	$262K	Buy	+3,135	New	+$253K	0.16%	84

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Cassady Schiller Wealth Management's IVW Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2024 at 3,186 shares worth $324K. The position accounts for 0.12% of the portfolio, ranked #85.

Cassady Schiller Wealth Management first reported a position in IVW in Q4 2021 and has held it in 12 quarters since. The position peaked at $426K in Q3 2022. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

Cassady Schiller Wealth Management held 3,186 shares of iShares S&P 500 Growth ETF worth $324K as of Q4 2024.
Cassady Schiller Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q4 2024.
iShares S&P 500 Growth ETF made up 0.12% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #85 holding.
Cassady Schiller Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 12 quarters since.
Cassady Schiller Wealth Management's iShares S&P 500 Growth ETF position peaked at $426K in Q3 2022.
1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.