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 Q2	$875K	Sell	6,360 -494	-7%	-$65.2K	0.04%	195
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 $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

Certuity's IVW Position: Q2 2026 in Review

Certuity reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.2% in Q2 2026, selling an estimated $65.2K and leaving 6,360 shares worth $875K. The position accounts for 0.04% of the portfolio, ranked #195.

Certuity first reported a position in IVW in Q4 2019 and has held it in 13 quarters since. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Certuity held 6,360 shares of iShares S&P 500 Growth ETF worth $875K as of Q2 2026.
Certuity sold 494 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $65.2K.
iShares S&P 500 Growth ETF made up 0.04% of Certuity's portfolio in Q2 2026, its #195 holding.
Certuity first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 13 quarters since.
2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.