Cassady Schiller Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $324K | Hold |
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|
2024
Q3 | $305K | Hold |
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|
2024
Q2 | $295K | Hold |
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|
2024
Q1 | $269K | Hold |
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|
2023
Q4 | $239K | Hold |
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $225K | Hold |
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|
2023
Q1 | $204K | Buy |
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|
2022
Q4 | $186K | Sell |
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|
2022
Q3 | $426K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $240K | Buy |
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|
2021
Q4 | $262K | Buy |
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