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

Cary Street Partners’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	$4.35M	Sell	31,595 -122	-0.4%	-$16.1K	0.1%	218
2026 Q1	$3.59M	Buy	31,717 +310	+1%	+$37.3K	0.09%	226
2025 Q4	$3.87M	Sell	31,407 -212	-0.7%	-$25.9K	0.1%	216
2025 Q3	$3.82M	Buy	31,619 +700	+2%	+$80.5K	0.1%	213
2025 Q2	$3.4M	Buy	30,919 +528	+2%	+$52.3K	0.1%	219
2025 Q1	$2.82M	Buy	30,391 +505	+2%	+$50.9K	0.09%	231
2024 Q4	$3.03M	Buy	+29,886	New	+$2.98M	0.1%	206

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

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

Cary Street Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.38% in Q2 2026, selling an estimated $16.1K and leaving 31,595 shares worth $4.35M. The position accounts for 0.1% of the portfolio, ranked #218.

Cary Street Partners first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Cary Street Partners held 31,595 shares of iShares S&P 500 Growth ETF worth $4.35M as of Q2 2026.
Cary Street Partners sold 122 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $16.1K.
iShares S&P 500 Growth ETF made up 0.1% of Cary Street Partners's portfolio in Q2 2026, its #218 holding.
Cary Street Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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