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Chesapeake Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Chesapeake Wealth Management’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
Q1 		$265K Sell
2,341
-239
-9% -$28.7K 0.08% 138
2025
Q4 		$318K Sell
2,580
-150
-5% -$18.4K 0.09% 127
2025
Q3 		$330K Sell
2,730
-60
-2% -$6.9K 0.1% 126
2025
Q2 		$307K Sell
2,790
-140
-5% -$13.9K 0.1% 129
2025
Q1 		$272K Sell
2,930
-25
-0.8% -$2.52K 0.1% 139
2024
Q4 		$300K Hold
2,955
– – 0.1% 133
2024
Q3 		$283K Sell
2,955
-50
-2% -$4.62K 0.1% 135
2024
Q2 		$278K Sell
3,005
-150
-5% -$12.9K 0.1% 133
2024
Q1 		$266K Sell
3,155
-150
-5% -$12.1K 0.1% 131
2023
Q4 		$248K Hold
3,305
– – 0.1% 134
2023
Q3 		$226K Sell
3,305
-290
-8% -$20.5K 0.09% 141
2023
Q2 		$253K Sell
3,595
-1,150
-24% -$76K 0.1% 140
2023
Q1 		$303K Hold
4,745
– – 0.13% 129
2022
Q4 		$278K Sell
4,745
-115
-2% -$6.91K 0.12% 138
2022
Q3 		$281K Sell
4,860
-10
-0.2% -$650 0.13% 140
2022
Q2 		$294K Sell
4,870
-40
-0.8% -$2.65K 0.13% 138
2022
Q1 		$375K Sell
4,910
-40
-0.8% -$3K 0.14% 139
2021
Q4 		$414K Sell
4,950
-275
-5% -$22.2K 0.14% 138
2021
Q3 		$386K Sell
5,225
-330
-6% -$25.2K 0.14% 145
2021
Q2 		$404K Sell
5,555
-140
-2% -$9.69K 0.13% 153
2021
Q1 		$371K Sell
5,695
-355
-6% -$22.9K 0.12% 160
2020
Q4 		$386K Sell
6,050
-430
-7% -$26.1K 0.13% 152
2020
Q3 		$374K Hold
6,480
– – 0.14% 143
2020
Q2 		$336K Hold
6,480
– – 0.13% 148
2020
Q1 		$267K Sell
6,480
-20
-0.3% -$946 0.12% 152
2019
Q4 		$315K Hold
6,500
– – 0.12% 157
2019
Q3 		$293K Hold
6,500
– – 0.12% 155
2019
Q2 		$291K Sell
6,500
-80
-1% -$3.52K 0.12% 157
2019
Q1 		$284K Buy
6,580
+100
+2% +$4.1K 0.12% 161
2018
Q4 		$244K Sell
6,480
-300
-4% -$12.1K 0.12% 162
2018
Q3 		$300K Hold
6,780
– – 0.13% 150
2018
Q2 		$275K Buy
6,780
+352
+5% +$14.1K 0.13% 154
2018
Q1 		$250K Buy
+6,428
New +$256K 0.12% 161

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

Chesapeake Wealth Management's IVW Position: Q1 2026 in Review

Chesapeake Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 9.3% in Q1 2026, selling an estimated $28.7K and leaving 2,341 shares worth $265K. The position accounts for 0.08% of the portfolio, ranked #138.

Chesapeake Wealth Management first reported a position in IVW in Q1 2018 and has held it in 33 quarters since. The position peaked at $414K in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Chesapeake Wealth Management held 2,341 shares of iShares S&P 500 Growth ETF worth $265K as of Q1 2026.
  • Chesapeake Wealth Management sold 239 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $28.7K.
  • iShares S&P 500 Growth ETF made up 0.08% of Chesapeake Wealth Management's portfolio in Q1 2026, its #138 holding.
  • Chesapeake Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and has held it in 33 quarters since.
  • Chesapeake Wealth Management's iShares S&P 500 Growth ETF position peaked at $414K in Q4 2021.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.