Caitlin John’s iShares S&P 500 Growth ETF IVW Stock Holding History

Caitlin John’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	$10.6K	Hold	77	–	–	0.01%	584
2026 Q1	$8.71K	Hold	77	–	–	0.01%	541
2025 Q4	$9.49K	Hold	77	–	–	0.01%	547
2025 Q3	$9.29K	Buy	+77	New	+$8.86K	0.01%	508
2025 Q1	–	Sell	-77	Closed	-$7.82K	–	458
2024 Q4	$7.82K	Hold	77	–	–	0.01%	507
2024 Q3	$7.78K	Hold	77	–	–	﹤0.01%	516
2024 Q2	$7.13K	Hold	77	–	–	0.01%	507
2024 Q1	$6.5K	Sell	77 -375	-83%	-$30.1K	﹤0.01%	521
2023 Q4	$34K	Buy	+452	New	+$32.2K	0.03%	262

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

Caitlin John's IVW Position: Q2 2026 in Review

Caitlin John held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 77 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #584.

Caitlin John first reported a position in IVW in Q4 2023 and has held it in 9 quarters since. The position peaked at $34K in Q4 2023. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Caitlin John held 77 shares of iShares S&P 500 Growth ETF worth $10.6K as of Q2 2026.
Caitlin John left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of Caitlin John's portfolio in Q2 2026, its #584 holding.
Caitlin John first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 9 quarters since.
Caitlin John's iShares S&P 500 Growth ETF position peaked at $34K in Q4 2023.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.