Christensen King & Associates Investment Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Christensen King & Associates Investment Services’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	$547K	Hold	3,978	–	–	0.22%	58
2026 Q1	$450K	Sell	3,978 -188	-5%	-$22.6K	0.19%	66
2025 Q4	$513K	Sell	4,166 -6	-0.1%	-$734	0.22%	58
2025 Q3	$504K	Hold	4,172	–	–	0.22%	58
2025 Q2	$459K	Buy	4,172 +1	+0%	+$99	0.21%	60
2025 Q1	$407K	Sell	4,171 -24	-0.6%	-$2.42K	0.19%	66
2024 Q4	$441K	Buy	4,195 +1	+0%	+$100	0.21%	61
2024 Q3	$402K	Hold	4,194	–	–	0.19%	68
2024 Q2	$388K	Sell	4,194 -199	-5%	-$17.2K	0.19%	67
2024 Q1	$371K	Sell	4,393 -99	-2%	-$7.95K	0.19%	68
2023 Q4	$337K	Buy	+4,492	New	+$320K	0.18%	70

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Christensen King & Associates Investment Services's IVW Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 3,978 shares worth $547K. The position accounts for 0.22% of the portfolio, ranked #58.

Christensen King & Associates Investment Services first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 1,194 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Christensen King & Associates Investment Services held 3,978 shares of iShares S&P 500 Growth ETF worth $547K as of Q2 2026.
Christensen King & Associates Investment Services left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.22% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #58 holding.
Christensen King & Associates Investment Services first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,194 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.