Calamos Advisors
IVW icon

Calamos Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Calamos Advisors’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
Q1 		$132M Buy
1,168,503
+1,125,813
+2,637% +$135M 0.47% 30
2025
Q4 		$5.26M Buy
42,690
+815
+2% +$99.7K 0.02% 519
2025
Q3 		$5.06M Sell
41,875
-5,645
-12% -$649K 0.02% 540
2025
Q2 		$5.23M Buy
47,520
+3,430
+8% +$339K 0.02% 545
2025
Q1 		$4.09M Sell
44,090
-9,495
-18% -$957K 0.02% 539
2024
Q4 		$5.44M Buy
53,585
+1,141
+2% +$114K 0.02% 508
2024
Q3 		$5.02M Sell
52,444
-182
-0.3% -$16.8K 0.02% 528
2024
Q2 		$4.87M Buy
52,626
+11,258
+27% +$971K 0.02% 517
2024
Q1 		$3.49M Buy
41,368
+3,599
+10% +$289K 0.02% 536
2023
Q4 		$2.84M Buy
37,769
+5,207
+16% +$371K 0.01% 572
2023
Q3 		$2.23M Buy
32,562
+2,688
+9% +$190K 0.01% 608
2023
Q2 		$2.11M Buy
29,874
+58
+0.2% +$3.83K 0.01% 657
2023
Q1 		$1.9M Buy
+29,816
New +$1.82M 0.01% 750
2022
Q1 		– Sell
-2,580
Closed -$216K – 1194
2021
Q4 		$216K Buy
+2,580
New +$208K ﹤0.01% 1085
2021
Q2 		– Sell
-3,764
Closed -$245K – 982
2021
Q1 		$245K Hold
3,764
– – ﹤0.01% 868
2020
Q4 		$240K Buy
+3,764
New +$228K ﹤0.01% 727
2019
Q1 		– Sell
-55,896
Closed -$2.1M – 680
2018
Q4 		$2.1M Sell
55,896
-15,616
-22% -$632K 0.01% 528
2018
Q3 		$3.17M Buy
71,512
+15,324
+27% +$659K 0.02% 525
2018
Q2 		$2.28M Buy
56,188
+19,316
+52% +$776K 0.01% 536
2018
Q1 		$1.43M Buy
36,872
+30,000
+437% +$1.2M 0.01% 555
2017
Q4 		$262K Buy
+6,872
New +$257K ﹤0.01% 576

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Calamos Advisors's IVW Position: Q1 2026 in Review

Calamos Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 2,637% in Q1 2026, buying an estimated $135M and bringing the position to 1,168,503 shares worth $132M. The position accounts for 0.47% of the portfolio, ranked #30.

Calamos Advisors first reported a position in IVW in Q4 2017 and has held it in 21 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Calamos Advisors held 1,168,503 shares of iShares S&P 500 Growth ETF worth $132M as of Q1 2026.
  • Calamos Advisors bought 1,125,813 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $135M.
  • iShares S&P 500 Growth ETF made up 0.47% of Calamos Advisors's portfolio in Q1 2026, its #30 holding.
  • Calamos Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 21 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.