Centaurus Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.04M | Sell |
35,738
-41,330
| -54% | -$4.97M | 0.19% | 116 |
|
|
2025
Q4 | $9.5M | Sell |
77,068
-3,245
| -4% | -$397K | 0.43% | 53 |
|
|
2025
Q3 | $9.7M | Sell |
80,313
-921
| -1% | -$106K | 0.46% | 48 |
|
|
2025
Q2 | $8.94M | Sell |
81,234
-49,553
| -38% | -$4.9M | 0.52% | 48 |
|
|
2025
Q1 | $12.1M | Buy |
130,787
+46,861
| +56% | +$4.72M | 0.73% | 34 |
|
|
2024
Q4 | $8.52M | Buy |
83,926
+17,574
| +26% | +$1.75M | 0.52% | 47 |
|
|
2024
Q3 | $6.35M | Buy |
66,352
+41,527
| +167% | +$3.83M | 0.4% | 59 |
|
|
2024
Q2 | $2.3M | Sell |
24,825
-418
| -2% | -$36K | 0.15% | 140 |
|
|
2024
Q1 | $2.13M | Sell |
25,243
-5,802
| -19% | -$466K | 0.15% | 143 |
|
|
2023
Q4 | $2.33M | Sell |
31,045
-19,809
| -39% | -$1.41M | 0.18% | 123 |
|
|
2023
Q3 | $3.48M | Sell |
50,854
-51,548
| -50% | -$3.65M | 0.3% | 80 |
|
|
2023
Q2 | $7.22M | Buy |
102,402
+8,488
| +9% | +$561K | 0.63% | 36 |
|
|
2023
Q1 | $6M | Buy |
93,914
+10,538
| +13% | +$644K | 0.48% | 44 |
|
|
2022
Q4 | $4.88M | Sell |
83,376
-453
| -0.5% | -$27.2K | 0.46% | 50 |
|
|
2022
Q3 | $4.85M | Buy |
83,829
+27,578
| +49% | +$1.79M | 0.47% | 40 |
|
|
2022
Q2 | $3.4M | Buy |
56,251
+21,662
| +63% | +$1.43M | 0.33% | 74 |
|
|
2022
Q1 | $2.64M | Sell |
34,589
-9,001
| -21% | -$676K | 0.21% | 125 |
|
|
2021
Q4 | $3.65M | Buy |
43,590
+11,658
| +37% | +$939K | 0.28% | 89 |
|
|
2021
Q3 | $2.36M | Buy |
31,932
+1,043
| +3% | +$79.5K | 0.2% | 131 |
|
|
2021
Q2 | $2.25M | Buy |
30,889
+10,489
| +51% | +$726K | 0.19% | 136 |
|
|
2021
Q1 | $1.33M | Buy |
20,400
+5,549
| +37% | +$359K | 0.13% | 190 |
|
|
2020
Q4 | $948K | Sell |
14,851
-8,553
| -37% | -$519K | 0.1% | 243 |
|
|
2020
Q3 | $1.35M | Sell |
23,404
-17,588
| -43% | -$996K | 0.19% | 133 |
|
|
2020
Q2 | $2.13M | Buy |
40,992
+18,560
| +83% | +$890K | 0.31% | 78 |
|
|
2020
Q1 | $926K | Sell |
22,432
-11,172
| -33% | -$528K | 0.19% | 139 |
|
|
2019
Q4 | $1.63M | Buy |
33,604
+7,728
| +30% | +$358K | 0.23% | 104 |
|
|
2019
Q3 | $1.17M | Sell |
25,876
-476
| -2% | -$21.5K | 0.18% | 139 |
|
|
2019
Q2 | $1.18M | Buy |
26,352
+22,356
| +559% | +$983K | 0.19% | 128 |
|
|
2019
Q1 | $5.8K | Buy |
3,996
+400
| +11% | +$16.4K | 0.03% | 329 |
|
|
2018
Q4 | $6 | Buy |
3,596
+3,560
| +9,889% | +$144K | 0.04% | 262 |
|
|
2018
Q3 | $1.53K | Sell |
36
-31,376
| -100% | -$1.35M | 0.28% | 90 |
|
|
2018
Q2 | $1.28M | Buy |
31,412
+25,648
| +445% | +$1.03M | 0.18% | 125 |
|
|
2018
Q1 | $223K | Sell |
5,764
-3,104
| -35% | -$124K | 0.05% | 308 |
|
|
2017
Q4 | $339K | Buy |
+8,868
| New | +$331K | 0.09% | 232 |
|
Other funds holding IVW
Centaurus Financial's IVW Position: Q1 2026 in Review
Centaurus Financial reduced its iShares S&P 500 Growth ETF (IVW) stake by 54% in Q1 2026, selling an estimated $4.97M and leaving 35,738 shares worth $4.04M. The position accounts for 0.19% of the portfolio, ranked #116.
Centaurus Financial first reported a position in IVW in Q4 2017 and has held it in 34 quarters since. The position peaked at $12.1M in Q1 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Centaurus Financial held 35,738 shares of iShares S&P 500 Growth ETF worth $4.04M as of Q1 2026.
- Centaurus Financial sold 41,330 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $4.97M.
- iShares S&P 500 Growth ETF made up 0.19% of Centaurus Financial's portfolio in Q1 2026, its #116 holding.
- Centaurus Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 34 quarters since.
- Centaurus Financial's iShares S&P 500 Growth ETF position peaked at $12.1M in Q1 2025.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.