C.M. Bidwell & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

C.M. Bidwell & Associates’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 Q2	$62.2K	Hold	452	–	–	0.03%	222
2026 Q1	$51.1K	Hold	452	–	–	0.02%	226
2025 Q4	$55.7K	Hold	452	–	–	0.03%	222
2025 Q3	$54.6K	Hold	452	–	–	0.03%	217
2025 Q2	$49.8K	Hold	452	–	–	0.03%	221
2025 Q1	$42K	Hold	452	–	–	0.03%	226
2024 Q4	$45.9K	Hold	452	–	–	0.03%	226
2024 Q3	$43.3K	Hold	452	–	–	0.03%	231
2024 Q2	$41.8K	Hold	452	–	–	0.03%	236
2024 Q1	$38.2K	Hold	452	–	–	0.03%	239
2023 Q4	$33.9K	Hold	452	–	–	0.03%	251
2023 Q3	$30.9K	Hold	452	–	–	0.02%	320
2023 Q2	$31.9K	Hold	452	–	–	0.02%	334
2023 Q1	$28.9K	Hold	452	–	–	0.02%	337
2022 Q4	$26.4K	Hold	452	–	–	0.02%	327
2022 Q3	$26K	Hold	452	–	–	0.02%	319
2022 Q2	$27K	Hold	452	–	–	0.02%	317
2022 Q1	$35K	Hold	452	–	–	0.02%	320
2021 Q4	$38K	Hold	452	–	–	0.02%	325
2021 Q3	$33K	Buy	+452	New	+$34.5K	0.02%	337

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

C.M. Bidwell & Associates's IVW Position: Q2 2026 in Review

C.M. Bidwell & Associates held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 452 shares worth $62.2K. The position accounts for 0.03% of the portfolio, ranked #222.

C.M. Bidwell & Associates first reported a position in IVW in Q3 2021 and has held it in 20 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

C.M. Bidwell & Associates held 452 shares of iShares S&P 500 Growth ETF worth $62.2K as of Q2 2026.
C.M. Bidwell & Associates left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.03% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #222 holding.
C.M. Bidwell & Associates first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 20 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.