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

Cambridge 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	$206K	Buy	+1,499	New	+$198K	0.04%	181
2017 Q1	–	Sell	-13,880	Closed	-$423K	–	133
2016 Q4	$423K	Hold	13,880	–	–	0.19%	92
2016 Q3	$422K	Hold	13,880	–	–	0.19%	89
2016 Q2	$405K	Sell	13,880 -840	-6%	-$24.4K	0.19%	90
2016 Q1	$426K	Hold	14,720	–	–	0.2%	84
2015 Q4	$426K	Hold	14,720	–	–	0.24%	83
2015 Q3	$397K	Sell	14,720 -1,600	-10%	-$45.5K	0.23%	83
2015 Q2	$465K	Sell	16,320 -17,268	-51%	-$500K	0.26%	77
2015 Q1	$1.04M	Buy	33,588 +20,388	+154%	+$579K	0.61%	46
2014 Q4	$368K	Buy	+13,200	New	+$361K	0.23%	89

Other funds holding IVW

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

Cambridge Advisors's IVW Position: Q2 2026 in Review

Cambridge Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,499 shares worth $206K. The stake represents 0.04% of the portfolio and ranks #181 among its holdings. This is a return to the name: Cambridge Advisors previously reported a position in IVW as recently as Q4 2016.

Cambridge Advisors first reported a position in IVW in Q4 2014 and has held it in 10 quarters since. The position peaked at $1.04M in Q1 2015. 389 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Cambridge Advisors held 1,499 shares of iShares S&P 500 Growth ETF worth $206K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Cambridge Advisors position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.04% of Cambridge Advisors's portfolio in Q2 2026, its #181 holding.
Cambridge Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 10 quarters since.
Cambridge Advisors's iShares S&P 500 Growth ETF position peaked at $1.04M in Q1 2015.
389 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.