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

Claro 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
Q1 		$720K Sell
6,362
-232
-4% -$27.9K 0.09% 185
2025
Q4 		$813K Sell
6,594
-214
-3% -$26.2K 0.11% 159
2025
Q3 		$822K Buy
6,808
+33
+0.5% +$3.8K 0.12% 153
2025
Q2 		$746K Sell
6,775
-3,520
-34% -$348K 0.12% 156
2025
Q1 		$956K Sell
10,295
-889
-8% -$89.6K 0.13% 154
2024
Q4 		$1.14M Sell
11,184
-904
-7% -$90.2K 0.15% 122
2024
Q3 		$1.16M Sell
12,088
-1,519
-11% -$140K 0.15% 131
2024
Q2 		$1.26M Buy
13,607
+725
+6% +$62.5K 0.2% 101
2024
Q1 		$1.09M Buy
12,882
+2,756
+27% +$221K 0.19% 118
2023
Q4 		$760K Buy
10,126
+18
+0.2% +$1.28K 0.16% 145
2023
Q3 		$692K Sell
10,108
-1,241
-11% -$87.8K 0.17% 144
2023
Q2 		$800K Sell
11,349
-3,126
-22% -$207K 0.2% 122
2023
Q1 		$925K Buy
14,475
+296
+2% +$18.1K 0.27% 89
2022
Q4 		$829K Buy
14,179
+2,121
+18% +$127K 0.27% 93
2022
Q3 		$728K Hold
12,058
– – 0.29% 82
2022
Q2 		$728K Buy
12,058
+4,169
+53% +$276K 0.29% 82
2022
Q1 		$660K Hold
7,889
– – 0.24% 113
2021
Q4 		$660K Sell
7,889
-27
-0.3% -$2.17K 0.24% 113
2021
Q3 		$585K Hold
7,916
– – 0.25% 117
2021
Q2 		$576K Sell
7,916
-668
-8% -$46.2K 0.26% 111
2021
Q1 		$559K Hold
8,584
– – 0.28% 97
2020
Q4 		$548K Hold
8,584
– – 0.29% 98
2020
Q3 		$496K Sell
8,584
-320
-4% -$18.1K 0.31% 92
2020
Q2 		$462K Buy
8,904
+420
+5% +$20.1K 0.32% 88
2020
Q1 		$350K Sell
8,484
-36
-0.4% -$1.7K 0.33% 94
2019
Q4 		$412K Sell
8,520
-416
-5% -$19.3K 0.32% 88
2019
Q3 		$402K Sell
8,936
-48
-0.5% -$2.17K 0.36% 83
2019
Q2 		$403K Buy
8,984
+112
+1% +$4.93K 0.37% 82
2019
Q1 		$382K Buy
8,872
+1,160
+15% +$47.5K 0.38% 83
2018
Q4 		$342K Buy
+7,712
New +$312K 0.27% 86

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

Claro Advisors's IVW Position: Q1 2026 in Review

Claro Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.5% in Q1 2026, selling an estimated $27.9K and leaving 6,362 shares worth $720K. The position accounts for 0.09% of the portfolio, ranked #185.

Claro Advisors first reported a position in IVW in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.26M in Q2 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Claro Advisors held 6,362 shares of iShares S&P 500 Growth ETF worth $720K as of Q1 2026.
  • Claro Advisors sold 232 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $27.9K.
  • iShares S&P 500 Growth ETF made up 0.09% of Claro Advisors's portfolio in Q1 2026, its #185 holding.
  • Claro Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's iShares S&P 500 Growth ETF position peaked at $1.26M in Q2 2024.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.