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 Q2	$5.71M	Sell	41,520 -1,126,983	-96%	-$149M	0.02%	526
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 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

Calamos Advisors's IVW Position: Q2 2026 in Review

Calamos Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 96% in Q2 2026, selling an estimated $149M and leaving 41,520 shares worth $5.71M. The position accounts for 0.02% of the portfolio, ranked #526.

Calamos Advisors first reported a position in IVW in Q4 2017 and has held it in 22 quarters since. The position peaked at $132M in Q1 2026. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Calamos Advisors held 41,520 shares of iShares S&P 500 Growth ETF worth $5.71M as of Q2 2026.
Calamos Advisors sold 1,126,983 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $149M.
iShares S&P 500 Growth ETF made up 0.02% of Calamos Advisors's portfolio in Q2 2026, its #526 holding.
Calamos Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 22 quarters since.
Calamos Advisors's iShares S&P 500 Growth ETF position peaked at $132M in Q1 2026.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.