Chapin Davis
IVW icon

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

Chapin Davis’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
Q3 		$1.99M Sell
13,972
-143
-1% -$19.8K 0.38% 56
2026
Q2 		$1.94M Buy
14,115
+3
+0% +$396 0.34% 58
2026
Q1 		$1.6M Buy
14,112
+539
+4% +$64.8K 0.36% 60
2025
Q4 		$1.67M Buy
13,573
+3
+0% +$367 0.39% 57
2025
Q3 		$1.64M Sell
13,570
-85
-0.6% -$9.8K 0.4% 58
2025
Q2 		$1.5M Sell
13,655
-135
-1% -$13.4K 0.42% 57
2025
Q1 		$1.28M Sell
13,790
-269
-2% -$27.1K 0.44% 53
2024
Q4 		$1.35M Hold
14,059
– – 0.44% 52
2024
Q3 		$1.35M Buy
14,059
+2
+0% +$185 0.44% 53
2024
Q2 		$1.3M Sell
14,057
-102
-0.7% -$8.79K 0.44% 52
2024
Q1 		$1.2M Buy
14,159
+4
+0% +$321 0.44% 53
2023
Q4 		$1.06M Sell
14,155
-3,672
-21% -$261K 0.45% 54
2023
Q3 		$1.22M Buy
17,827
+87
+0.5% +$6.16K 0.58% 47
2023
Q2 		$1.25M Buy
17,740
+178
+1% +$11.8K 0.59% 44
2023
Q1 		$1.12M Buy
17,562
+1,610
+10% +$98.4K 0.58% 43
2022
Q4 		$933K Buy
+15,952
New +$958K 0.54% 50

Other funds holding IVW

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Chapin Davis's IVW Position: Q3 2026 in Review

Chapin Davis reduced its iShares S&P 500 Growth ETF (IVW) stake by 1% in Q3 2026, selling an estimated $19.8K and leaving 13,972 shares worth $1.99M. The position accounts for 0.38% of the portfolio, ranked #56.

Chapin Davis first reported a position in IVW in Q4 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Chapin Davis held 13,972 shares of iShares S&P 500 Growth ETF worth $1.99M as of Q3 2026.
  • Chapin Davis sold 143 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $19.8K.
  • iShares S&P 500 Growth ETF made up 0.38% of Chapin Davis's portfolio in Q3 2026, its #56 holding.
  • Chapin Davis first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.