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

Cardiff Park 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	$247K	Hold	1,795	–	–	0.02%	240
2026 Q1	$203K	Hold	1,795	–	–	0.02%	283
2025 Q4	$221K	Hold	1,795	–	–	0.02%	252
2025 Q3	$217K	Hold	1,795	–	–	0.02%	279
2025 Q2	$198K	Hold	1,795	–	–	0.02%	261
2025 Q1	$167K	Buy	1,795 +175	+11%	+$17.6K	0.02%	266
2024 Q4	$164K	Hold	1,620	–	–	0.02%	261
2024 Q3	$155K	Hold	1,620	–	–	0.01%	266
2024 Q2	$150K	Hold	1,620	–	–	0.01%	254
2024 Q1	$137K	Hold	1,620	–	–	0.01%	277
2023 Q4	$122K	Hold	1,620	–	–	0.01%	258
2023 Q3	$111K	Hold	1,620	–	–	0.01%	240
2023 Q2	$114K	Hold	1,620	–	–	0.01%	255
2023 Q1	$104K	Hold	1,620	–	–	0.01%	251
2022 Q4	$94.8K	Sell	1,620 -1,132	-41%	-$68K	0.01%	256
2022 Q3	$159K	Hold	2,752	–	–	0.02%	240
2022 Q2	$166K	Hold	2,752	–	–	0.03%	242
2022 Q1	$210K	Hold	2,752	–	–	0.03%	225
2021 Q4	$230K	Buy	+2,752	New	+$222K	0.03%	221

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

Cardiff Park Advisors's IVW Position: Q2 2026 in Review

Cardiff Park Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 1,795 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #240.

Cardiff Park Advisors first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Cardiff Park Advisors held 1,795 shares of iShares S&P 500 Growth ETF worth $247K as of Q2 2026.
Cardiff Park Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.02% of Cardiff Park Advisors's portfolio in Q2 2026, its #240 holding.
Cardiff Park Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.