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

Clayton 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	$1.08M	Buy	9,577 +3	+0%	+$361	0.56%	28
2025 Q4	$1.18M	Buy	9,574 +3,402	+55%	+$416K	0.6%	28
2025 Q3	$745K	Hold	6,172	–	–	0.54%	24
2025 Q2	$680K	Sell	6,172 -6,323	-51%	-$626K	0.81%	15
2025 Q1	$1.16M	Hold	12,495	–	–	0.43%	40
2024 Q4	$1.27M	Buy	12,495 +1	+0%	+$100	0.46%	39
2024 Q3	$1.2M	Sell	12,494 -22	-0.2%	-$2.03K	0.45%	39
2024 Q2	$1.06M	Hold	12,516	–	–	0.46%	37
2024 Q1	$1.06M	Buy	12,516 +832	+7%	+$66.8K	0.48%	35
2023 Q4	$877K	Buy	+11,684	New	+$832K	0.55%	31

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Clayton Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.03% in Q1 2026, buying an estimated $361 and bringing the position to 9,577 shares worth $1.08M. The position accounts for 0.56% of the portfolio, ranked #28.

Clayton Financial Group first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.27M in Q4 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Clayton Financial Group held 9,577 shares of iShares S&P 500 Growth ETF worth $1.08M as of Q1 2026.
Clayton Financial Group bought 3 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $361.
iShares S&P 500 Growth ETF made up 0.56% of Clayton Financial Group's portfolio in Q1 2026, its #28 holding.
Clayton Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Clayton Financial Group's iShares S&P 500 Growth ETF position peaked at $1.27M in Q4 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Clayton Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.