Cary Street Partners Investment Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cary Street Partners Investment Advisory’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	$2.32M	Buy	16,893 +3,142	+23%	+$415K	0.47%	51
2026 Q1	$1.56M	Sell	13,751 -591	-4%	-$71.1K	0.4%	67
2025 Q4	$1.77M	Buy	14,342 +7,077	+97%	+$866K	0.48%	59
2025 Q3	$877K	Buy	7,265 +157	+2%	+$18.1K	0.37%	55
2025 Q2	$783K	Sell	7,108 -513	-7%	-$50.8K	0.38%	54
2025 Q1	$707K	Buy	7,621 +256	+3%	+$25.8K	0.41%	52
2024 Q4	$748K	Sell	7,365 -21,069	-74%	-$2.1M	0.49%	47
2024 Q3	$2.72M	Buy	28,434 +93	+0.3%	+$8.59K	0.1%	227
2024 Q2	$2.62M	Sell	28,341 -247	-0.9%	-$21.3K	0.11%	205
2024 Q1	$2.41M	Buy	28,588 +227	+0.8%	+$18.2K	0.1%	215
2023 Q4	$2.13M	Buy	28,361 +266	+0.9%	+$18.9K	0.1%	220
2023 Q3	$1.92M	Sell	28,095 -272	-1%	-$19.2K	0.1%	219
2023 Q2	$2M	Buy	28,367 +4	+0%	+$264	0.13%	178
2023 Q1	$1.81M	Buy	28,363 +4	+0%	+$245	0.13%	177
2022 Q4	$1.66M	Sell	28,359 -788	-3%	-$47.3K	0.12%	188
2022 Q3	$1.69M	Buy	29,147 +333	+1%	+$21.6K	0.14%	169
2022 Q2	$1.74M	Buy	28,814 +3,114	+12%	+$206K	0.15%	156
2022 Q1	$1.96M	Buy	25,700 +681	+3%	+$51.2K	0.54%	53
2021 Q4	$2.09M	Sell	25,019 -23	-0.1%	-$1.85K	0.58%	53
2021 Q3	$1.85M	Sell	25,042 -42	-0.2%	-$3.2K	0.61%	51
2021 Q2	$1.82M	Buy	25,084 +43	+0.2%	+$2.98K	0.59%	55
2021 Q1	$1.63M	Buy	25,041 +257	+1%	+$16.6K	0.67%	42
2020 Q4	$1.58M	Buy	24,784 +352	+1%	+$21.3K	0.3%	85
2020 Q3	$1.41M	Buy	+24,432	New	+$1.38M	0.3%	102
2020 Q2	–	Sell	-5,792	Closed	-$238K	–	111
2020 Q1	$238K	Buy	5,792 +180	+3%	+$8.51K	0.56%	56
2019 Q4	$272K	Buy	+5,612	New	+$260K	0.3%	92
2018 Q4	$425K	Buy	+11,308	New	+$458K	0.41%	45

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Cary Street Partners Investment Advisory's IVW Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares S&P 500 Growth ETF (IVW) stake by 23% in Q2 2026, buying an estimated $415K and bringing the position to 16,893 shares worth $2.32M. The position accounts for 0.47% of the portfolio, ranked #51.

Cary Street Partners Investment Advisory first reported a position in IVW in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.72M in Q3 2024. 1,695 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Cary Street Partners Investment Advisory held 16,893 shares of iShares S&P 500 Growth ETF worth $2.32M as of Q2 2026.
Cary Street Partners Investment Advisory bought 3,142 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $415K.
iShares S&P 500 Growth ETF made up 0.47% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #51 holding.
Cary Street Partners Investment Advisory first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 27 quarters since.
Cary Street Partners Investment Advisory's iShares S&P 500 Growth ETF position peaked at $2.72M in Q3 2024.
1,695 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.