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

Childress Capital Advisors’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	$397K	Sell	2,886 -4,702	-62%	-$621K	0.07%	215
2026 Q1	$858K	Buy	7,588 +2,886	+61%	+$347K	0.15%	98
2025 Q4	$580K	Hold	4,702	–	–	0.09%	158
2025 Q3	$568K	Hold	4,702	–	–	0.1%	138
2025 Q2	$518K	Buy	+4,702	New	+$465K	0.13%	122
2021 Q3	–	Sell	-25,792	Closed	-$1.88M	–	186
2021 Q2	$1.88M	Sell	25,792 -40,444	-61%	-$2.8M	0.85%	20
2021 Q1	$4.31M	Buy	+66,236	New	+$4.28M	1.98%	12

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Childress Capital Advisors's IVW Position: Q2 2026 in Review

Childress Capital Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 62% in Q2 2026, selling an estimated $621K and leaving 2,886 shares worth $397K. The position accounts for 0.07% of the portfolio, ranked #215.

Childress Capital Advisors first reported a position in IVW in Q1 2021 and has held it in 7 quarters since. The position peaked at $4.31M in Q1 2021. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Childress Capital Advisors held 2,886 shares of iShares S&P 500 Growth ETF worth $397K as of Q2 2026.
Childress Capital Advisors sold 4,702 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $621K.
iShares S&P 500 Growth ETF made up 0.07% of Childress Capital Advisors's portfolio in Q2 2026, its #215 holding.
Childress Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 7 quarters since.
Childress Capital Advisors's iShares S&P 500 Growth ETF position peaked at $4.31M in Q1 2021.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.