Chevy Chase Trust
IVW icon

Chevy Chase Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

Chevy Chase Trust’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 		$238K Sell
2,105
-80
-4% -$9.62K ﹤0.01% 629
2025
Q4 		$269K Hold
2,185
– – ﹤0.01% 617
2025
Q3 		$264K Sell
2,185
-104
-5% -$12K ﹤0.01% 610
2025
Q2 		$252K Buy
2,289
+29
+1% +$2.87K ﹤0.01% 618
2025
Q1 		$210K Hold
2,260
– – ﹤0.01% 626
2024
Q4 		$229K Hold
2,260
– – ﹤0.01% 622
2024
Q3 		$216K Hold
2,260
– – ﹤0.01% 612
2024
Q2 		$209K Buy
+2,260
New +$195K ﹤0.01% 605
2023
Q2 		– Sell
-4,518
Closed -$289K – 629
2023
Q1 		$289K Buy
4,518
+350
+8% +$21.4K ﹤0.01% 610
2022
Q4 		$244K Hold
4,168
– – ﹤0.01% 631
2022
Q3 		$241K Buy
4,168
+830
+25% +$53.9K ﹤0.01% 612
2022
Q2 		$201K Sell
3,338
-1,807
-35% -$120K ﹤0.01% 626
2022
Q1 		$393K Sell
5,145
-1,229
-19% -$92.3K ﹤0.01% 607
2021
Q4 		$533K Sell
6,374
-425
-6% -$34.2K ﹤0.01% 614
2021
Q3 		$502K Buy
6,799
+1,724
+34% +$131K ﹤0.01% 602
2021
Q2 		$369K Sell
5,075
-353
-7% -$24.4K ﹤0.01% 627
2021
Q1 		$353K Buy
5,428
+440
+9% +$28.4K ﹤0.01% 621
2020
Q4 		$318K Hold
4,988
– – ﹤0.01% 622
2020
Q3 		$288K Hold
4,988
– – ﹤0.01% 613
2020
Q2 		$259K Buy
+4,988
New +$239K ﹤0.01% 617
2020
Q1 		– Sell
-4,780
Closed -$231K – 815
2019
Q4 		$231K Sell
4,780
-200
-4% -$9.27K ﹤0.01% 655
2019
Q3 		$224K Sell
4,980
-1,020
-17% -$46.1K ﹤0.01% 632
2019
Q2 		$269K Hold
6,000
– – ﹤0.01% 630
2019
Q1 		$269K Sell
6,000
-3,164
-35% -$130K ﹤0.01% 629
2018
Q4 		$345K Hold
9,164
– – ﹤0.01% 623
2018
Q3 		$406K Buy
9,164
+564
+7% +$24.2K ﹤0.01% 598
2018
Q2 		$350K Hold
8,600
– – ﹤0.01% 611
2018
Q1 		$333K Sell
8,600
-780
-8% -$31.1K ﹤0.01% 610
2017
Q4 		$358K Buy
+9,380
New +$350K ﹤0.01% 617

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

Chevy Chase Trust's IVW Position: Q1 2026 in Review

Chevy Chase Trust reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.7% in Q1 2026, selling an estimated $9.62K and leaving 2,105 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Chevy Chase Trust first reported a position in IVW in Q4 2017 and has held it in 29 quarters since. The position peaked at $533K in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Chevy Chase Trust held 2,105 shares of iShares S&P 500 Growth ETF worth $238K as of Q1 2026.
  • Chevy Chase Trust sold 80 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $9.62K.
  • iShares S&P 500 Growth ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q1 2026, its #629 holding.
  • Chevy Chase Trust first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 29 quarters since.
  • Chevy Chase Trust's iShares S&P 500 Growth ETF position peaked at $533K in Q4 2021.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.