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CIM LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

CIM LLC’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 		$369K Buy
2,680
+17
+0.6% +$2.25K 0.05% 154
2026
Q1 		$301K Buy
2,663
+35
+1% +$4.21K 0.04% 146
2025
Q4 		$324K Buy
2,628
+25
+1% +$3.06K 0.04% 143
2025
Q3 		$314K Buy
2,603
+26
+1% +$2.99K 0.04% 147
2025
Q2 		$284K Sell
2,577
-4,036
-61% -$399K 0.04% 147
2025
Q1 		$614K Buy
6,613
+158
+2% +$15.9K 0.09% 107
2024
Q4 		$655K Sell
6,455
-513
-7% -$51.2K 0.09% 111
2024
Q3 		$667K Hold
6,968
– – 0.1% 107
2024
Q2 		$629K Sell
6,968
-486
-7% -$41.9K 0.09% 101
2024
Q1 		$629K Hold
7,454
– – 0.1% 99
2023
Q4 		$616K Buy
7,454
+492
+7% +$35K 0.1% 100
2023
Q3 		$476K Buy
6,962
+1,110
+19% +$78.6K 0.09% 96
2023
Q2 		$412K Buy
+5,852
New +$387K 0.08% 111
2022
Q3 		– Sell
-3,252
Closed -$206K – 157
2022
Q2 		$206K Hold
3,252
– – 0.04% 139
2022
Q1 		$236K Hold
3,252
– – 0.04% 132
2021
Q4 		$236K Hold
3,252
– – 0.04% 133
2021
Q3 		$268K Hold
3,252
– – 0.04% 136
2021
Q2 		$248K Hold
3,252
– – 0.04% 138
2021
Q1 		$221K Hold
3,252
– – 0.04% 146
2020
Q4 		$216K Buy
+3,252
New +$197K 0.04% 155
2013
Q3 		– Sell
-71,860
Closed -$1.51M – 71
2013
Q2 		$1.51M Buy
+71,860
New +$1.52M 0.99% 22

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

CIM LLC's IVW Position: Q2 2026 in Review

CIM LLC increased its iShares S&P 500 Growth ETF (IVW) stake by 0.64% in Q2 2026, buying an estimated $2.25K and bringing the position to 2,680 shares worth $369K. The position accounts for 0.05% of the portfolio, ranked #154.

CIM LLC first reported a position in IVW in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.51M in Q2 2013. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • CIM LLC held 2,680 shares of iShares S&P 500 Growth ETF worth $369K as of Q2 2026.
  • CIM LLC bought 17 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.25K.
  • iShares S&P 500 Growth ETF made up 0.05% of CIM LLC's portfolio in Q2 2026, its #154 holding.
  • CIM LLC first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 21 quarters since.
  • CIM LLC's iShares S&P 500 Growth ETF position peaked at $1.51M in Q2 2013.
  • 2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on CIM LLC's 13F filing for Q2 2026, filed 13 Aug 2026.