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Citizens Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Citizens Financial 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
Q1 		$23.5M Sell
207,466
-8,881
-4% -$1.07M 0.33% 65
2025
Q4 		$26.7M Buy
216,347
+12,952
+6% +$1.59M 0.36% 56
2025
Q3 		$24.6M Buy
203,395
+4,653
+2% +$535K 0.34% 56
2025
Q2 		$21.9M Buy
198,742
+22,078
+12% +$2.19M 0.35% 62
2025
Q1 		$16.4M Sell
176,664
-22,327
-11% -$2.25M 0.32% 72
2024
Q4 		$20.2M Buy
198,991
+12,176
+7% +$1.21M 0.39% 56
2024
Q3 		$17.9M Buy
186,815
+25,118
+16% +$2.32M 0.36% 57
2024
Q2 		$15M Buy
161,697
+1,543
+1% +$133K 0.33% 63
2024
Q1 		$13.5M Buy
160,154
+6,001
+4% +$482K 0.45% 45
2023
Q4 		$11.6M Sell
154,153
-747
-0.5% -$53.2K 0.4% 53
2023
Q3 		$10.6M Sell
154,900
-675
-0.4% -$47.8K 0.43% 49
2023
Q2 		$11M Sell
155,575
-14,595
-9% -$965K 0.4% 57
2023
Q1 		$10.9M Sell
170,170
-14
-0% -$856 0.4% 61
2022
Q4 		$9.96M Sell
170,184
-41,799
-20% -$2.51M 0.39% 62
2022
Q3 		$12.3M Buy
211,983
+8,907
+4% +$579K 0.54% 40
2022
Q2 		$12.3M Sell
203,076
-30,507
-13% -$2.02M 0.51% 44
2022
Q1 		$17.8M Sell
233,583
-2,606
-1% -$196K 0.62% 33
2021
Q4 		$19.8M Buy
236,189
+9,421
+4% +$759K 0.66% 33
2021
Q3 		$16.8M Buy
226,768
+14,420
+7% +$1.1M 0.62% 37
2021
Q2 		$15.4M Sell
212,348
-9,139
-4% -$633K 0.67% 38
2021
Q1 		$14.4M Sell
221,487
-756
-0.3% -$48.9K 0.76% 34
2020
Q4 		$14.2M Buy
222,243
+851
+0.4% +$51.6K 0.81% 33
2020
Q3 		$12.8M Buy
221,392
+15,072
+7% +$853K 0.82% 34
2020
Q2 		$10.7M Sell
206,320
-5,824
-3% -$279K 0.75% 34
2020
Q1 		$8.75M Buy
212,144
+16,972
+9% +$803K 0.72% 40
2019
Q4 		$9.45M Buy
195,172
+2,240
+1% +$104K 0.63% 50
2019
Q3 		$8.68M Sell
192,932
-6,216
-3% -$281K 0.63% 59
2019
Q2 		$8.92M Buy
199,148
+6,204
+3% +$273K 0.65% 56
2019
Q1 		$8.31M Buy
192,944
+41,756
+28% +$1.71M 0.61% 57
2018
Q4 		$5.7M Sell
151,188
-568
-0.4% -$23K 0.52% 74
2018
Q3 		$6.72M Sell
151,756
-236
-0.2% -$10.1K 0.53% 73
2018
Q2 		$6.18M Sell
151,992
-184
-0.1% -$7.39K 0.52% 71
2018
Q1 		$5.9M Sell
152,176
-244
-0.2% -$9.73K 0.5% 74
2017
Q4 		$5.82M Sell
152,420
-11,140
-7% -$416K 0.47% 73
2017
Q3 		$5.87M Sell
163,560
-32
-0% -$1.13K 0.5% 74
2017
Q2 		$5.6M Buy
163,592
+340
+0.2% +$11.5K 0.49% 76
2017
Q1 		$5.37M Sell
163,252
-6,360
-4% -$204K 0.48% 75
2016
Q4 		$5.16M Buy
169,612
+932
+0.6% +$28.2K 0.5% 71
2016
Q3 		$5.13M Sell
168,680
-24,856
-13% -$753K 0.49% 73
2016
Q2 		$5.64M Sell
193,536
-10,220
-5% -$297K 0.54% 70
2016
Q1 		$5.9M Sell
203,756
-41,548
-17% -$1.14M 0.57% 70
2015
Q4 		$7.12M Buy
+245,304
New +$7.13M 0.68% 63

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Citizens Financial Group's IVW Position: Q1 2026 in Review

Citizens Financial Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.1% in Q1 2026, selling an estimated $1.07M and leaving 207,466 shares worth $23.5M. The position accounts for 0.33% of the portfolio, ranked #65.

Citizens Financial Group first reported a position in IVW in Q4 2015 and has held it in 42 quarters since. The position peaked at $26.7M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Citizens Financial Group held 207,466 shares of iShares S&P 500 Growth ETF worth $23.5M as of Q1 2026.
  • Citizens Financial Group sold 8,881 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $1.07M.
  • iShares S&P 500 Growth ETF made up 0.33% of Citizens Financial Group's portfolio in Q1 2026, its #65 holding.
  • Citizens Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 42 quarters since.
  • Citizens Financial Group's iShares S&P 500 Growth ETF position peaked at $26.7M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.