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

Camarda Financial 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 		$3M Sell
26,557
-31,766
-54% -$3.82M 1.58% 19
2025
Q4 		$7.19M Sell
58,323
-6,967
-11% -$853K 2.74% 6
2025
Q3 		$7.88M Sell
65,290
-22,806
-26% -$2.62M 2.91% 6
2025
Q2 		$9.7M Sell
88,096
-149,809
-63% -$14.8M 3.81% 6
2025
Q1 		$22.1M Buy
237,905
+101,844
+75% +$10.3M 9.96% 2
2024
Q4 		$13.8M Sell
136,061
-1,827
-1% -$182K 5.19% 5
2024
Q3 		$13.2M Sell
137,888
-9,044
-6% -$835K 4.95% 5
2024
Q2 		$13.6M Buy
146,932
+1,989
+1% +$171K 5.34% 3
2024
Q1 		$12.2M Sell
144,943
-4,252
-3% -$342K 4.95% 7
2023
Q4 		$11.2M Buy
149,195
+23,754
+19% +$1.69M 4.83% 9
2023
Q3 		$8.58M Sell
125,441
-55
-0% -$3.89K 5.54% 3
2023
Q2 		$8.84M Sell
125,496
-114,671
-48% -$7.58M 4.41% 7
2023
Q1 		$15.3M Buy
+240,167
New +$14.7M 11.5% 2
2022
Q1 		– Sell
-172,944
Closed -$14.5M – 119
2021
Q4 		$14.5M Buy
172,944
+36,333
+27% +$2.93M 8.19% 2
2021
Q3 		$10.1M Buy
+136,611
New +$10.4M 6.81% 4
2016
Q1 		– Sell
-200
Closed -$6K – 282
2015
Q4 		$6K Buy
+200
New +$5.81K ﹤0.01% 207
2015
Q2 		– Sell
-336
Closed -$10K – 242
2015
Q1 		$10K Hold
336
– – 0.01% 202
2014
Q4 		$9K Hold
336
– – 0.01% 219
2014
Q3 		$9K Hold
336
– – 0.01% 177
2014
Q2 		$9K Hold
336
– – 0.01% 176
2014
Q1 		$8K Hold
336
– – 0.01% 156
2013
Q4 		$8K Buy
+336
New +$7.92K 0.01% 135

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

Camarda Financial Advisors's IVW Position: Q1 2026 in Review

Camarda Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 54% in Q1 2026, selling an estimated $3.82M and leaving 26,557 shares worth $3M. The position accounts for 1.58% of the portfolio, ranked #19.

Camarda Financial Advisors first reported a position in IVW in Q4 2013 and has held it in 22 quarters since. The position peaked at $22.1M in Q1 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Camarda Financial Advisors held 26,557 shares of iShares S&P 500 Growth ETF worth $3M as of Q1 2026.
  • Camarda Financial Advisors sold 31,766 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $3.82M.
  • iShares S&P 500 Growth ETF made up 1.58% of Camarda Financial Advisors's portfolio in Q1 2026, its #19 holding.
  • Camarda Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and has held it in 22 quarters since.
  • Camarda Financial Advisors's iShares S&P 500 Growth ETF position peaked at $22.1M in Q1 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Camarda Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.