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Chicago Partners Investment Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Chicago Partners Investment 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 		$1.76M Sell
13,200
-46
-0.3% -$6.07K 0.04% 409
2026
Q1 		$1.71M Sell
13,246
-2,144
-14% -$258K 0.04% 373
2025
Q4 		$1.9M Buy
15,390
+1,252
+9% +$153K 0.05% 299
2025
Q3 		$1.78M Sell
14,138
-65
-0.5% -$7.48K 0.05% 302
2025
Q2 		$1.61M Sell
14,203
-1,408
-9% -$139K 0.05% 296
2025
Q1 		$1.51M Buy
15,611
+3,812
+32% +$384K 0.05% 280
2024
Q4 		$1.21M Sell
11,799
-1,628
-12% -$162K 0.04% 312
2024
Q3 		$1.3M Buy
13,427
+620
+5% +$57.2K 0.05% 289
2024
Q2 		$1.14M Sell
12,807
-340
-3% -$29.3K 0.04% 296
2024
Q1 		$1.07M Sell
13,147
-272
-2% -$21.9K 0.05% 305
2023
Q4 		$1.05M Sell
13,419
-27
-0.2% -$1.92K 0.05% 295
2023
Q3 		$911K Buy
13,446
+398
+3% +$28.2K 0.05% 297
2023
Q2 		$930K Buy
13,048
+3,075
+31% +$203K 0.05% 298
2023
Q1 		$642K Sell
9,973
-727
-7% -$44.4K 0.04% 333
2022
Q4 		$679K Sell
10,700
-3,533
-25% -$212K 0.04% 317
2022
Q3 		$828K Buy
14,233
+374
+3% +$24.3K 0.06% 264
2022
Q2 		$943K Buy
13,859
+270
+2% +$17.9K 0.07% 235
2022
Q1 		$843K Buy
13,589
+849
+7% +$63.8K 0.06% 229
2021
Q4 		$939K Sell
12,740
-683
-5% -$55K 0.07% 229
2021
Q3 		$1.09M Buy
13,423
+702
+6% +$53.5K 0.08% 210
2021
Q2 		$972K Buy
12,721
+9
+0.1% +$623 0.07% 220
2021
Q1 		$891K Buy
12,712
+10
+0.1% +$646 0.07% 217
2020
Q4 		$834K Sell
12,702
-78,342
-86% -$4.75M 0.08% 201
2020
Q3 		$1.31M Buy
91,044
+68,320
+301% +$3.87M 0.15% 115
2020
Q2 		$1.24M Buy
22,724
+7,336
+48% +$352K 0.15% 111
2020
Q1 		$711K Sell
15,388
-768
-5% -$36.3K 0.11% 147
2019
Q4 		$815K Sell
16,156
-13,056
-45% -$605K 0.1% 153
2019
Q3 		$1.32M Buy
29,212
+740
+3% +$33.5K 0.19% 92
2019
Q2 		$1.3M Sell
28,472
-316
-1% -$13.9K 0.19% 95
2019
Q1 		$1.26M Buy
28,788
+68
+0.2% +$2.79K 0.19% 91
2018
Q4 		$1.12M Buy
28,720
+2,572
+10% +$104K 0.17% 111
2018
Q3 		$1.03M Buy
26,148
+1,316
+5% +$56.6K 0.15% 112
2018
Q2 		$1.01M Sell
24,832
-2,588
-9% -$104K 0.16% 109
2018
Q1 		$1.06M Buy
27,420
+140
+0.5% +$5.58K 0.18% 95
2017
Q4 		$1.04M Buy
27,280
+148
+0.5% +$5.53K 0.17% 99
2017
Q3 		$973K Sell
27,132
-21,308
-44% -$751K 0.17% 98
2017
Q2 		$1.56M Buy
48,440
+43,640
+909% +$1.48M 0.41% 52
2017
Q1 		$158K Buy
4,800
+4,000
+500% +$128K 0.04% 212
2016
Q4 		$24K Hold
800
– – 0.01% 372
2016
Q3 		$24K Hold
800
– – 0.01% 348
2016
Q2 		$23K Hold
800
– – 0.01% 304
2016
Q1 		$23K Hold
800
– – 0.01% 284
2015
Q4 		$23K Buy
+800
New +$23.3K 0.01% 330

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Chicago Partners Investment Group's IVW Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.35% in Q2 2026, selling an estimated $6.07K and leaving 13,200 shares worth $1.76M. The position accounts for 0.04% of the portfolio, ranked #409.

Chicago Partners Investment Group first reported a position in IVW in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.9M in Q4 2025. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Chicago Partners Investment Group held 13,200 shares of iShares S&P 500 Growth ETF worth $1.76M as of Q2 2026.
  • Chicago Partners Investment Group sold 46 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $6.07K.
  • iShares S&P 500 Growth ETF made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #409 holding.
  • Chicago Partners Investment Group first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 43 quarters since.
  • Chicago Partners Investment Group's iShares S&P 500 Growth ETF position peaked at $1.9M in Q4 2025.
  • 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.