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

Cambridge Capital Management’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	$1.68M	Sell	12,212 -414	-3%	-$54.7K	0.64%	19
2026 Q1	$1.43M	Sell	12,626 -159	-1%	-$19.1K	0.62%	20
2025 Q4	$1.58M	Sell	12,785 -58	-0.5%	-$7.1K	0.71%	17
2025 Q3	$1.55M	Sell	12,843 -278	-2%	-$32K	0.74%	17
2025 Q2	$1.44M	Buy	13,121 +14	+0.1%	+$1.39K	0.78%	18
2025 Q1	$1.22M	Sell	13,107 -901	-6%	-$90.8K	0.77%	20
2024 Q4	$1.42M	Sell	14,008 -372	-3%	-$37.1K	0.91%	17
2024 Q3	$1.38M	Sell	14,380 -142	-1%	-$13.1K	0.91%	19
2024 Q2	$1.34M	Sell	14,522 -354	-2%	-$30.5K	0.99%	19
2024 Q1	$1.26M	Sell	14,876 -349	-2%	-$28K	0.98%	19
2023 Q4	$1.14M	Buy	+15,225	New	+$1.08M	0.97%	20

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Cambridge Capital Management's IVW Position: Q2 2026 in Review

Cambridge Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.3% in Q2 2026, selling an estimated $54.7K and leaving 12,212 shares worth $1.68M. The position accounts for 0.64% of the portfolio, ranked #19.

Cambridge Capital Management first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Cambridge Capital Management held 12,212 shares of iShares S&P 500 Growth ETF worth $1.68M as of Q2 2026.
Cambridge Capital Management sold 414 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $54.7K.
iShares S&P 500 Growth ETF made up 0.64% of Cambridge Capital Management's portfolio in Q2 2026, its #19 holding.
Cambridge Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Cambridge Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.