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

Cambient 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	$278K	Hold	2,021	–	–	0.03%	219
2026 Q1	$229K	Hold	2,021	–	–	0.03%	219
2025 Q4	$249K	Buy	+2,021	New	+$247K	0.04%	204

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

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

Cambient Family Office held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,021 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #219.

Cambient Family Office first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Cambient Family Office held 2,021 shares of iShares S&P 500 Growth ETF worth $278K as of Q2 2026.
Cambient Family Office left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.03% of Cambient Family Office's portfolio in Q2 2026, its #219 holding.
Cambient Family Office first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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