Clearstead Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

Clearstead Trust’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
2025 Q3	$141K	Hold
2025 Q2	$129K	Hold
2025 Q1	$108K	Hold
2024 Q4	$119K	Hold
2024 Q3	$112K	Sell
2024 Q2	$190K	Hold
2024 Q1	$173K	Hold
2023 Q4	$154K	Hold
2023 Q3	$140K	Buy
2023 Q2	$13.7K	Buy