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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
2020
Q1 		– Sell
-2,400
Closed -$116K – 201
2019
Q4 		$116K Buy
+2,400
New +$111K 0.06% 180

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

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.