Clear Harbor Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Clear Harbor Asset 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
2025 Q2	–	Sell	-592	Closed	-$55K	–	426
2025 Q1	$55K	Hold	592	–	–	﹤0.01%	399
2024 Q4	$60.1K	Buy	+592	New	+$59.1K	﹤0.01%	386
2020 Q4	–	Sell	-260	Closed	-$15K	–	521
2020 Q3	$15K	Buy	+260	New	+$14.7K	﹤0.01%	539
2020 Q1	–	Sell	-260	Closed	-$12.6K	–	475
2019 Q4	$12.6K	Buy	+260	New	+$12.1K	﹤0.01%	586

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Harbor Asset Management's IVW Position: Q2 2025 in Review

Clear Harbor Asset Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 592 shares — an estimated $55K sold.

Clear Harbor Asset Management first reported a position in IVW in Q4 2019 and held it in 4 quarters. The position peaked at $60.1K in Q4 2024. 1,883 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

Clear Harbor Asset Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
Clear Harbor Asset Management sold 592 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $55K.
Clear Harbor Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and held it in 4 quarters.
Clear Harbor Asset Management's iShares S&P 500 Growth ETF position peaked at $60.1K in Q4 2024.
1,883 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Clear Harbor Asset Management's 13F filing for Q2 2025, filed 14 Jul 2025.