Chapman Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Chapman Financial Group’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	$8.12K	Hold	59	–	–	0.01%	228
2026 Q1	$6.67K	Hold	59	–	–	﹤0.01%	232
2025 Q4	$7.27K	Hold	59	–	–	0.01%	227
2025 Q3	$7.12K	Buy	+59	New	+$6.79K	﹤0.01%	228

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

Chapman Financial Group's IVW Position: Q2 2026 in Review

Chapman Financial Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 59 shares worth $8.12K. The position accounts for 0.01% of the portfolio, ranked #228.

Chapman Financial Group first reported a position in IVW in Q3 2025 and has held it in 4 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Chapman Financial Group held 59 shares of iShares S&P 500 Growth ETF worth $8.12K as of Q2 2026.
Chapman Financial Group left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of Chapman Financial Group's portfolio in Q2 2026, its #228 holding.
Chapman Financial Group first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.