Clear Creek Financial Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Clear Creek Financial Management’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	$5.72M	Sell	41,589 -49,151	-54%	-$6.49M	0.37%	66
2026 Q1	$10.3M	Sell	90,740 -19,018	-17%	-$2.29M	0.79%	23
2025 Q4	$13.5M	Buy	109,758 +4,141	+4%	+$507K	1.1%	16
2025 Q3	$12.7M	Sell	105,617 -22,061	-17%	-$2.54M	1.1%	16
2025 Q2	$14.1M	Sell	127,678 -234,344	-65%	-$23.2M	1.34%	12
2025 Q1	$33.6M	Buy	362,022 +80,180	+28%	+$8.08M	3.48%	2
2024 Q4	$28.6M	Buy	281,842 +101,215	+56%	+$10.1M	3.09%	3
2024 Q3	$17.3M	Sell	180,627 -124,698	-41%	-$11.5M	1.96%	7
2024 Q2	$28.3M	Buy	305,325 +4,947	+2%	+$426K	3.42%	4
2024 Q1	$25.4M	Sell	300,378 -12,142	-4%	-$976K	3.25%	4
2023 Q4	$23.5M	Buy	312,520 +259,020	+484%	+$18.4M	3.73%	5
2023 Q3	$3.66M	Sell	53,500 -88,917	-62%	-$6.29M	0.64%	29
2023 Q2	$10M	Sell	142,417 -76,659	-35%	-$5.07M	1.74%	14
2023 Q1	$14M	Buy	+219,076	New	+$13.4M	2.66%	7
2022 Q2	–	Sell	-102,157	Closed	-$7.8M	–	342
2022 Q1	$7.8M	Sell	102,157 -5,389	-5%	-$405K	1.22%	18
2021 Q4	$9M	Buy	107,546 +104,600	+3,551%	+$8.43M	1.35%	18
2021 Q3	$218K	Hold	2,946	–	–	0.04%	288
2021 Q2	$214K	Buy	+2,946	New	+$204K	0.03%	292
2021 Q1	–	Sell	-56,883	Closed	-$3.63M	–	151
2020 Q4	$3.63M	Buy	+56,883	New	+$3.45M	0.7%	35

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Clear Creek Financial Management's IVW Position: Q2 2026 in Review

Clear Creek Financial Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 54% in Q2 2026, selling an estimated $6.49M and leaving 41,589 shares worth $5.72M. The position accounts for 0.37% of the portfolio, ranked #66.

Clear Creek Financial Management first reported a position in IVW in Q4 2020 and has held it in 19 quarters since. The position peaked at $33.6M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Clear Creek Financial Management held 41,589 shares of iShares S&P 500 Growth ETF worth $5.72M as of Q2 2026.
Clear Creek Financial Management sold 49,151 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $6.49M.
iShares S&P 500 Growth ETF made up 0.37% of Clear Creek Financial Management's portfolio in Q2 2026, its #66 holding.
Clear Creek Financial Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 19 quarters since.
Clear Creek Financial Management's iShares S&P 500 Growth ETF position peaked at $33.6M in Q1 2025.
1,498 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.