Center For Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Center For Asset 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	$400K	Sell	3,540 -65	-2%	-$7.82K	0.2%	99
2025 Q4	$444K	Buy	3,605 +1	+0%	+$122	0.23%	94
2025 Q3	$435K	Sell	3,604 -123	-3%	-$14.1K	0.23%	90
2025 Q2	$382K	Hold	3,727	–	–	0.24%	83
2025 Q1	$346K	Hold	3,727	–	–	0.21%	96
2024 Q4	$378K	Buy	3,727 +1	+0%	+$100	0.24%	80
2024 Q3	$357K	Hold	3,726	–	–	0.21%	90
2024 Q2	$345K	Buy	3,726 +74	+2%	+$6.38K	0.23%	93
2024 Q1	$308K	Sell	3,652 -86	-2%	-$6.91K	0.25%	86
2023 Q4	$281K	Sell	3,738 -217	-5%	-$15.4K	0.26%	86
2023 Q3	$271K	Buy	3,955 +206	+5%	+$14.6K	0.27%	89
2023 Q2	$264K	Hold	3,749	–	–	0.25%	87
2023 Q1	$240K	Sell	3,749 -25	-0.7%	-$1.53K	0.23%	93
2022 Q4	$221K	Sell	3,774 -83	-2%	-$4.98K	0.21%	104
2022 Q3	$223K	Sell	3,857 -48	-1%	-$3.12K	0.22%	96
2022 Q2	$236K	Hold	3,905	–	–	0.22%	95
2022 Q1	$298K	Hold	3,905	–	–	0.23%	87
2021 Q4	$327K	Buy	3,905 +3	+0.1%	+$242	0.24%	81
2021 Q3	$288K	Sell	3,902 -30	-0.8%	-$2.29K	0.24%	70
2021 Q2	$286K	Sell	3,932 -280	-7%	-$19.4K	0.25%	73
2021 Q1	$274K	Sell	4,212 -1	-0%	-$65	0.26%	69
2020 Q4	$269K	Buy	+4,213	New	+$255K	0.27%	62

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Center For Asset Management's IVW Position: Q1 2026 in Review

Center For Asset Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.8% in Q1 2026, selling an estimated $7.82K and leaving 3,540 shares worth $400K. The position accounts for 0.2% of the portfolio, ranked #99.

Center For Asset Management first reported a position in IVW in Q4 2020 and has held it in 22 quarters since. The position peaked at $444K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Center For Asset Management held 3,540 shares of iShares S&P 500 Growth ETF worth $400K as of Q1 2026.
Center For Asset Management sold 65 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $7.82K.
iShares S&P 500 Growth ETF made up 0.2% of Center For Asset Management's portfolio in Q1 2026, its #99 holding.
Center For Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
Center For Asset Management's iShares S&P 500 Growth ETF position peaked at $444K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.