Cassaday & Co Wealth Management LLC made notable portfolio moves in Q1: it increased its stake in Vanguard Mega Cap Growth ETF (MGK) and boosted its position in iShares S&P Mid-Cap 400 Growth ETF (IJK), while sharply increasing holdings in iShares Bitcoin Trust ETF (IBIT) and trimming its position in iShares Russell 1000 Value ETF (IWD). The changes saw MGK rise to 3,719,368 shares, IJK at 212,240 shares, IBIT at 45,227 shares, and IWD reduced to 417,951 shares as part of ongoing portfolio adjustments across multiple ETFs.
