Certuity’s iShares S&P 500 Growth ETF IVW Stock Holding History

Certuity’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	$775K	Buy	6,854 +727	+12%	+$87.4K	0.05%	200
2025 Q4	$755K	Hold	6,127	–	–	0.05%	197
2025 Q3	$740K	Buy	6,127 +3,758	+159%	+$432K	0.05%	193
2025 Q2	$261K	Buy	2,369 +1	+0%	+$99	0.02%	333
2025 Q1	$220K	Sell	2,368 -141	-6%	-$14.2K	0.02%	353
2024 Q4	$255K	Buy	2,509 +1	+0%	+$100	0.03%	288
2024 Q3	$240K	Hold	2,508	–	–	0.03%	303
2024 Q2	$232K	Sell	2,508 -9	-0.4%	-$776	0.02%	309
2024 Q1	$212K	Buy	+2,517	New	+$202K	0.02%	300
2021 Q4	–	Sell	-4,582	Closed	-$339K	–	349
2021 Q3	$339K	Sell	4,582 -34	-0.7%	-$2.59K	0.07%	242
2021 Q2	$336K	Buy	+4,616	New	+$319K	0.08%	205
2020 Q1	–	Sell	-2,644	Closed	-$128K	–	200
2019 Q4	$128K	Buy	+2,644	New	+$123K	0.06%	178

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

Certuity's IVW Position: Q1 2026 in Review

Certuity increased its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q1 2026, buying an estimated $87.4K and bringing the position to 6,854 shares worth $775K. The position accounts for 0.05% of the portfolio, ranked #200.

Certuity first reported a position in IVW in Q4 2019 and has held it in 12 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Certuity held 6,854 shares of iShares S&P 500 Growth ETF worth $775K as of Q1 2026.
Certuity bought 727 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $87.4K.
iShares S&P 500 Growth ETF made up 0.05% of Certuity's portfolio in Q1 2026, its #200 holding.
Certuity first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 12 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.