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

Callan Family Office’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	$26.9M	Buy	195,591 +915	+0.5%	+$121K	0.53%	31
2026 Q1	$22M	Sell	194,676 -4,003	-2%	-$481K	0.5%	32
2025 Q4	$24.5M	Buy	198,679 +4,846	+3%	+$593K	0.53%	32
2025 Q3	$23.4M	Buy	193,833 +15,435	+9%	+$1.78M	0.75%	20
2025 Q2	$19.6M	Buy	178,398 +834	+0.5%	+$82.5K	0.62%	25
2025 Q1	$16.5M	Buy	177,564 +4,997	+3%	+$504K	1.24%	14
2024 Q4	$17.5M	Buy	172,567 +10,758	+7%	+$1.07M	1.11%	14
2024 Q3	$15.5M	Buy	161,809 +2,468	+2%	+$228K	2.6%	8
2024 Q2	$14.7M	Sell	159,341 -2,920	-2%	-$252K	2.83%	8
2024 Q1	$13.7M	Buy	162,261 +1,563	+1%	+$126K	3.21%	8
2023 Q4	$12.1M	Buy	160,698 +19,667	+14%	+$1.4M	2.98%	9
2023 Q3	$9.65M	Buy	141,031 +8,297	+6%	+$587K	2.57%	10
2023 Q2	$9.36M	Sell	132,734 -7,230	-5%	-$478K	2.47%	10
2023 Q1	$8.94M	Buy	139,964 +6,232	+5%	+$381K	2.17%	10
2022 Q4	$7.82M	Buy	+133,732	New	+$8.03M	2.52%	11

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

Callan Family Office's IVW Position: Q2 2026 in Review

Callan Family Office increased its iShares S&P 500 Growth ETF (IVW) stake by 0.47% in Q2 2026, buying an estimated $121K and bringing the position to 195,591 shares worth $26.9M. The position accounts for 0.53% of the portfolio, ranked #31.

Callan Family Office first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Callan Family Office held 195,591 shares of iShares S&P 500 Growth ETF worth $26.9M as of Q2 2026.
Callan Family Office bought 915 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $121K.
iShares S&P 500 Growth ETF made up 0.53% of Callan Family Office's portfolio in Q2 2026, its #31 holding.
Callan Family Office first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.