CC
IVW icon

Chicago Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Chicago Capital’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 		– Sell
-1,883
Closed -$232K – 364
2025
Q4 		$232K Sell
1,883
-405
-18% -$49.6K 0.01% 332
2025
Q3 		$276K Sell
2,288
-365
-14% -$42K 0.01% 311
2025
Q2 		$292K Sell
2,653
-432
-14% -$42.8K 0.01% 302
2025
Q1 		$286K Sell
3,085
-3,552
-54% -$358K 0.01% 294
2024
Q4 		$674K Hold
6,637
– – 0.02% 197
2024
Q3 		$635K Hold
6,637
– – 0.02% 206
2024
Q2 		$614K Sell
6,637
-400
-6% -$34.5K 0.02% 206
2024
Q1 		$594K Sell
7,037
-5,394
-43% -$433K 0.02% 203
2023
Q4 		$934K Hold
12,431
– – 0.03% 152
2023
Q3 		$851K Hold
12,431
– – 0.04% 113
2023
Q2 		$876K Sell
12,431
-780
-6% -$51.6K 0.04% 115
2023
Q1 		$844K Sell
13,211
-745
-5% -$45.5K 0.04% 119
2022
Q4 		$816K Hold
13,956
– – 0.05% 122
2022
Q3 		$807K Sell
13,956
-135
-1% -$8.77K 0.05% 120
2022
Q2 		$850K Sell
14,091
-200
-1% -$13.2K 0.05% 124
2022
Q1 		$1.09M Sell
14,291
-2,465
-15% -$185K 0.05% 115
2021
Q4 		$1.4M Hold
16,756
– – 0.05% 102
2021
Q3 		$1.24M Hold
16,756
– – 0.05% 108
2021
Q2 		$1.22M Sell
16,756
-2,400
-13% -$166K 0.05% 106
2021
Q1 		$1.25M Hold
19,156
– – 0.05% 100
2020
Q4 		$1.22M Buy
+19,156
New +$1.16M 0.05% 99

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Chicago Capital's IVW Position: Q1 2026 in Review

Chicago Capital sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 1,883 shares — an estimated $232K sold.

Chicago Capital first reported a position in IVW in Q4 2020 and held it in 21 quarters. The position peaked at $1.4M in Q4 2021. 2,052 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Chicago Capital reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Chicago Capital sold 1,883 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $232K.
  • Chicago Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 21 quarters.
  • Chicago Capital's iShares S&P 500 Growth ETF position peaked at $1.4M in Q4 2021.
  • 2,052 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Chicago Capital's 13F filing for Q1 2026, filed 24 Apr 2026.