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CCG Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

CCG Wealth 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
Q1 		$2.54M Sell
22,494
-135
-0.6% -$16.2K 0.69% 27
2025
Q4 		$2.79M Hold
22,629
– – 1.2% 12
2025
Q3 		$2.73M Hold
22,629
– – 1.29% 13
2025
Q2 		$2.49M Sell
22,629
-69
-0.3% -$6.83K 1.31% 15
2025
Q1 		$2.11M Sell
22,698
-28
-0.1% -$2.82K 1.26% 17
2024
Q4 		$2.31M Sell
22,726
-34
-0.1% -$3.39K 1.28% 16
2024
Q3 		$2.18M Sell
22,760
-164
-0.7% -$15.1K 1.22% 16
2024
Q2 		$2.12M Sell
22,924
-468
-2% -$40.3K 1.2% 17
2024
Q1 		$1.98M Sell
23,392
-3,165
-12% -$254K 1.19% 17
2023
Q4 		$1.99M Sell
26,557
-21
-0.1% -$1.5K 1.34% 15
2023
Q3 		$1.82M Hold
26,578
– – 1.19% 17
2023
Q2 		$1.87M Sell
26,578
-2,776
-9% -$184K 1.18% 17
2023
Q1 		$1.88M Buy
29,354
+7
+0% +$428 1.24% 17
2022
Q4 		$1.72M Buy
29,347
+1,815
+7% +$109K 0.95% 19
2022
Q3 		$1.59M Sell
27,532
-28
-0.1% -$1.82K 0.97% 17
2022
Q2 		$1.66M Sell
27,560
-23
-0.1% -$1.52K 0.94% 18
2022
Q1 		$2.11M Sell
27,583
-323
-1% -$24.3K 1.03% 19
2021
Q4 		$2.33M Sell
27,906
-327
-1% -$26.3K 1.22% 17
2021
Q3 		$2.09M Hold
28,233
– – 1.21% 16
2021
Q2 		$2.05M Sell
28,233
-82
-0.3% -$5.68K 1.6% 13
2021
Q1 		$1.84M Sell
28,315
-231
-0.8% -$14.9K 1.82% 11
2020
Q4 		$1.82M Sell
28,546
-1,094
-4% -$66.3K 1.92% 12
2020
Q3 		$1.71M Sell
29,640
-228
-0.8% -$12.9K 1.6% 14
2020
Q2 		$1.55M Sell
29,868
-54,188
-64% -$2.6M 1.44% 15
2020
Q1 		$3.47M Sell
84,056
-32,656
-28% -$1.54M 3.33% 11
2019
Q4 		$5.65M Sell
116,712
-12,152
-9% -$563K 3.58% 7
2019
Q3 		$5.8M Sell
128,864
-11,280
-8% -$510K 3.96% 7
2019
Q2 		$6.28M Buy
140,144
+6,428
+5% +$283K 4.49% 5
2019
Q1 		$5.76M Buy
133,716
+6,912
+5% +$283K 4.62% 5
2018
Q4 		$4.78M Buy
+126,804
New +$5.13M 4.65% 6

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CCG Wealth Management's IVW Position: Q1 2026 in Review

CCG Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.6% in Q1 2026, selling an estimated $16.2K and leaving 22,494 shares worth $2.54M. The position accounts for 0.69% of the portfolio, ranked #27.

CCG Wealth Management first reported a position in IVW in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.28M in Q2 2019. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • CCG Wealth Management held 22,494 shares of iShares S&P 500 Growth ETF worth $2.54M as of Q1 2026.
  • CCG Wealth Management sold 135 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $16.2K.
  • iShares S&P 500 Growth ETF made up 0.69% of CCG Wealth Management's portfolio in Q1 2026, its #27 holding.
  • CCG Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • CCG Wealth Management's iShares S&P 500 Growth ETF position peaked at $6.28M in Q2 2019.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.