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

Chatterton & Associates’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 		$6.81M Buy
49,446
+5,266
+12% +$695K 4.01% 5
2026
Q1 		$5.31M Buy
44,180
+11,089
+34% +$1.33M 3.72% 5
2025
Q4 		$4.08M Buy
+33,091
New +$4.05M 3.49% 7

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Chatterton & Associates's IVW Position: Q2 2026 in Review

Chatterton & Associates increased its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q2 2026, buying an estimated $695K and bringing the position to 49,446 shares worth $6.81M. The position accounts for 4.01% of the portfolio, ranked #5.

Chatterton & Associates first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 1,408 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Chatterton & Associates held 49,446 shares of iShares S&P 500 Growth ETF worth $6.81M as of Q2 2026.
  • Chatterton & Associates bought 5,266 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $695K.
  • iShares S&P 500 Growth ETF made up 4.01% of Chatterton & Associates's portfolio in Q2 2026, its #5 holding.
  • Chatterton & Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,408 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.