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Callan Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Callan Capital’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
2025
Q1 		$3.56M Sell
38,370
-361
-0.9% -$36.4K 0.26% 56
2024
Q4 		$3.93M Buy
38,731
+723
+2% +$72.1K 0.29% 52
2024
Q3 		$3.64M Sell
38,008
-219
-0.6% -$20.2K 0.25% 57
2024
Q2 		$3.54M Buy
+38,227
New +$3.3M 0.29% 56

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Callan Capital's IVW Position: Q1 2025 in Review

Callan Capital reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.93% in Q1 2025, selling an estimated $36.4K and leaving 38,370 shares worth $3.56M. The position accounts for 0.26% of the portfolio, ranked #56.

Callan Capital first reported a position in IVW in Q2 2024 and has held it in 4 quarters since. The position peaked at $3.93M in Q4 2024. 1,835 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

  • Callan Capital held 38,370 shares of iShares S&P 500 Growth ETF worth $3.56M as of Q1 2025.
  • Callan Capital sold 361 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $36.4K.
  • iShares S&P 500 Growth ETF made up 0.26% of Callan Capital's portfolio in Q1 2025, its #56 holding.
  • Callan Capital first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 4 quarters since.
  • Callan Capital's iShares S&P 500 Growth ETF position peaked at $3.93M in Q4 2024.
  • 1,835 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.