Clear Investment Research’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29K | Sell |
256
-3,870
| -94% | -$465K | 0.05% | 135 |
|
|
2025
Q4 | $509K | Sell |
4,126
-1,577
| -28% | -$193K | 0.84% | 33 |
|
|
2025
Q3 | $689K | Sell |
5,703
-6,213
| -52% | -$715K | 0.92% | 25 |
|
|
2025
Q2 | $1.31M | Sell |
11,916
-1,079
| -8% | -$107K | 1.65% | 15 |
|
|
2025
Q1 | $1.21M | Buy |
12,995
+857
| +7% | +$86.4K | 1.61% | 15 |
|
|
2024
Q4 | $1.23M | Sell |
12,138
-1,160
| -9% | -$116K | 1.59% | 16 |
|
|
2024
Q3 | $1.27M | Buy |
13,298
+542
| +4% | +$50K | 1.66% | 15 |
|
|
2024
Q2 | $1.18M | Sell |
12,756
-292
| -2% | -$25.2K | 1.54% | 16 |
|
|
2024
Q1 | $1.1M | Sell |
13,048
-1,137
| -8% | -$91.3K | 1.48% | 17 |
|
|
2023
Q4 | $1.07M | Buy |
14,185
+21
| +0.1% | +$1.5K | 1.5% | 17 |
|
|
2023
Q3 | $969K | Sell |
14,164
-226
| -2% | -$16K | 1.68% | 16 |
|
|
2023
Q2 | $1.01M | Sell |
14,390
-61
| -0.4% | -$4.03K | 1.7% | 16 |
|
|
2023
Q1 | $923K | Sell |
14,451
-455
| -3% | -$27.8K | 1.62% | 17 |
|
|
2022
Q4 | $872K | Buy |
14,906
+513
| +4% | +$30.8K | 1.69% | 16 |
|
|
2022
Q3 | $833K | Sell |
14,393
-1,585
| -10% | -$103K | 1.76% | 15 |
|
|
2022
Q2 | $964K | Buy |
15,978
+1,413
| +10% | +$93.5K | 2.13% | 14 |
|
|
2022
Q1 | $1.11M | Sell |
14,565
-2,122
| -13% | -$159K | 2.18% | 13 |
|
|
2021
Q4 | $1.4M | Sell |
16,687
-1,204
| -7% | -$97K | 2.14% | 13 |
|
|
2021
Q3 | $1.32M | Sell |
17,891
-1,286
| -7% | -$98K | 2.14% | 13 |
|
|
2021
Q2 | $1.4M | Sell |
19,177
-1,178
| -6% | -$81.5K | 2.33% | 12 |
|
|
2021
Q1 | $1.32M | Buy |
20,355
+251
| +1% | +$16.2K | 2.39% | 11 |
|
|
2020
Q4 | $1.28M | Sell |
20,104
-4,956
| -20% | -$301K | 2.32% | 12 |
|
|
2020
Q3 | $1.45M | Sell |
25,060
-1,476
| -6% | -$83.5K | 2.93% | 11 |
|
|
2020
Q2 | $1.38M | Sell |
26,536
-704
| -3% | -$33.7K | 2.95% | 11 |
|
|
2020
Q1 | $1.12M | Sell |
27,240
-388
| -1% | -$18.3K | 2.73% | 10 |
|
|
2019
Q4 | $1.34M | Sell |
27,628
-2,568
| -9% | -$119K | 2.76% | 11 |
|
|
2019
Q3 | $1.36M | Sell |
30,196
-1,352
| -4% | -$61.2K | 2.91% | 10 |
|
|
2019
Q2 | $1.41M | Sell |
31,548
-892
| -3% | -$39.2K | 2.32% | 11 |
|
|
2019
Q1 | $1.4M | Sell |
32,440
-1,264
| -4% | -$51.8K | 2.18% | 13 |
|
|
2018
Q4 | $1.27M | Buy |
33,704
+1,664
| +5% | +$67.3K | 2.05% | 13 |
|
|
2018
Q3 | $1.42M | Sell |
32,040
-205,072
| -86% | -$8.81M | 2.05% | 13 |
|
|
2018
Q2 | $9.19M | Hold |
237,112
| – | – | 6.02% | 8 |
|
|
2018
Q1 | $9.19M | Sell |
237,112
-2,472
| -1% | -$98.6K | 6.02% | 8 |
|
|
2017
Q4 | $9.15M | Sell |
239,584
-9,400
| -4% | -$351K | 6.06% | 7 |
|
|
2017
Q3 | $8.93M | Buy |
248,984
+49,168
| +25% | +$1.73M | 6.06% | 6 |
|
|
2017
Q2 | $6.84M | Sell |
199,816
-96,220
| -33% | -$3.26M | 5.21% | 7 |
|
|
2017
Q1 | $9.73M | Sell |
296,036
-3,168
| -1% | -$102K | 6.99% | 5 |
|
|
2016
Q4 | $9.11M | Sell |
299,204
-1,888
| -0.6% | -$57K | 7.03% | 6 |
|
|
2016
Q3 | $9.16M | Buy |
301,092
+173,272
| +136% | +$5.25M | 7.26% | 6 |
|
|
2016
Q2 | $3.73M | Sell |
127,820
-115,344
| -47% | -$3.35M | 3.89% | 12 |
|
|
2016
Q1 | $7.04M | Buy |
243,164
+6,196
| +3% | +$170K | 5.77% | 7 |
|
|
2015
Q4 | $6.86M | Buy |
236,968
+8,428
| +4% | +$245K | 5.85% | 7 |
|
|
2015
Q3 | $6.16M | Sell |
228,540
-3,832
| -2% | -$109K | 5.71% | 6 |
|
|
2015
Q2 | $6.62M | Buy |
232,372
+8,028
| +4% | +$233K | 5.89% | 6 |
|
|
2015
Q1 | $6.39M | Buy |
+224,344
| New | +$6.37M | 5.78% | 6 |
|
Other funds holding IVW
Clear Investment Research's IVW Position: Q1 2026 in Review
Clear Investment Research reduced its iShares S&P 500 Growth ETF (IVW) stake by 94% in Q1 2026, selling an estimated $465K and leaving 256 shares worth $29K. The position accounts for 0.05% of the portfolio, ranked #135.
Clear Investment Research first reported a position in IVW in Q1 2015 and has held it in 45 quarters since. The position peaked at $9.73M in Q1 2017. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Clear Investment Research held 256 shares of iShares S&P 500 Growth ETF worth $29K as of Q1 2026.
- Clear Investment Research sold 3,870 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $465K.
- iShares S&P 500 Growth ETF made up 0.05% of Clear Investment Research's portfolio in Q1 2026, its #135 holding.
- Clear Investment Research first reported a position in iShares S&P 500 Growth ETF in Q1 2015 and has held it in 45 quarters since.
- Clear Investment Research's iShares S&P 500 Growth ETF position peaked at $9.73M in Q1 2017.
- 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.