Clearstead Advisors’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 | $41.8M | Buy |
369,582
+356
| +0.1% | +$42.8K | 0.38% | 57 |
|
|
2025
Q4 | $45.5M | Buy |
369,226
+2,606
| +0.7% | +$319K | 0.57% | 40 |
|
|
2025
Q3 | $44.3M | Buy |
366,620
+3,979
| +1% | +$458K | 0.58% | 37 |
|
|
2025
Q2 | $39.9M | Buy |
362,641
+2,461
| +0.7% | +$244K | 0.56% | 38 |
|
|
2025
Q1 | $33.4M | Sell |
360,180
-959
| -0.3% | -$96.7K | 0.52% | 45 |
|
|
2024
Q4 | $36.7M | Sell |
361,139
-3,636
| -1% | -$363K | 0.56% | 38 |
|
|
2024
Q3 | $34.9M | Buy |
364,775
+3,206
| +0.9% | +$296K | 0.54% | 42 |
|
|
2024
Q2 | $33.5M | Buy |
361,569
+17,108
| +5% | +$1.47M | 0.57% | 38 |
|
|
2024
Q1 | $29.2M | Buy |
344,461
+8,728
| +3% | +$701K | 1.45% | 13 |
|
|
2023
Q4 | $25.2M | Sell |
335,733
-322,502
| -49% | -$23M | 1.34% | 14 |
|
|
2023
Q3 | $45M | Buy |
658,235
+324,856
| +97% | +$23M | 1.31% | 14 |
|
|
2023
Q2 | $23.5M | Buy |
333,379
+261,857
| +366% | +$17.3M | 1.42% | 12 |
|
|
2023
Q1 | $4.57M | Sell |
71,522
-5,094
| -7% | -$311K | 0.33% | 65 |
|
|
2022
Q4 | $4.48M | Sell |
76,616
-10,235
| -12% | -$615K | 0.35% | 63 |
|
|
2022
Q3 | $5.02M | Sell |
86,851
-8,105
| -9% | -$527K | 0.46% | 48 |
|
|
2022
Q2 | $5.73M | Buy |
94,956
+1,209
| +1% | +$80K | 0.45% | 52 |
|
|
2022
Q1 | $7.16M | Buy |
93,747
+31,729
| +51% | +$2.38M | 0.49% | 46 |
|
|
2021
Q4 | $5.19M | Hold |
62,018
| – | – | 0.35% | 60 |
|
|
2021
Q3 | $4.58M | Buy |
62,018
+1,652
| +3% | +$126K | 0.34% | 62 |
|
|
2021
Q2 | $4.39M | Sell |
60,366
-2,312
| -4% | -$160K | 0.34% | 61 |
|
|
2021
Q1 | $4.08M | Sell |
62,678
-21,344
| -25% | -$1.38M | 0.34% | 61 |
|
|
2020
Q4 | $5.36M | Sell |
84,022
-15,250
| -15% | -$925K | 0.49% | 43 |
|
|
2020
Q3 | $5.74M | Sell |
99,272
-5,160
| -5% | -$292K | 0.61% | 37 |
|
|
2020
Q2 | $5.42M | Sell |
104,432
-1,976
| -2% | -$94.7K | 0.63% | 38 |
|
|
2020
Q1 | $4.39M | Buy |
106,408
+1,548
| +1% | +$73.2K | 0.64% | 36 |
|
|
2019
Q4 | $5.08M | Sell |
104,860
-2,240
| -2% | -$104K | 0.62% | 36 |
|
|
2019
Q3 | $4.82M | Sell |
107,100
-3,076
| -3% | -$139K | 0.65% | 35 |
|
|
2019
Q2 | $4.94M | Buy |
110,176
+712
| +0.7% | +$31.3K | 0.66% | 39 |
|
|
2019
Q1 | $4.72M | Sell |
109,464
-360
| -0.3% | -$14.8K | 0.65% | 40 |
|
|
2018
Q4 | $4.14M | Buy |
109,824
+3,364
| +3% | +$136K | 0.64% | 42 |
|
|
2018
Q3 | $4.71M | Hold |
106,460
| – | – | 0.65% | 32 |
|
|
2018
Q2 | $4.33M | Sell |
106,460
-3,440
| -3% | -$138K | 0.62% | 34 |
|
|
2018
Q1 | $4.26M | Sell |
109,900
-52,960
| -33% | -$2.11M | 0.62% | 32 |
|
|
2017
Q4 | $6.22M | Hold |
162,860
| – | – | 0.84% | 21 |
|
|
2017
Q3 | $5.84M | Sell |
162,860
-888
| -0.5% | -$31.3K | 0.76% | 24 |
|
|
2017
Q2 | $5.6M | Buy |
163,748
+276
| +0.2% | +$9.35K | 0.82% | 24 |
|
|
2017
Q1 | $5.38M | Sell |
163,472
-5,000
| -3% | -$160K | 0.78% | 23 |
|
|
2016
Q4 | $5.13M | Buy |
+168,472
| New | +$5.09M | 0.83% | 18 |
|
Other funds holding IVW
Clearstead Advisors's IVW Position: Q1 2026 in Review
Clearstead Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.1% in Q1 2026, buying an estimated $42.8K and bringing the position to 369,582 shares worth $41.8M. The position accounts for 0.38% of the portfolio, ranked #57.
Clearstead Advisors first reported a position in IVW in Q4 2016 and has held it in 38 quarters since. The position peaked at $45.5M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Clearstead Advisors held 369,582 shares of iShares S&P 500 Growth ETF worth $41.8M as of Q1 2026.
- Clearstead Advisors bought 356 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $42.8K.
- iShares S&P 500 Growth ETF made up 0.38% of Clearstead Advisors's portfolio in Q1 2026, its #57 holding.
- Clearstead Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 38 quarters since.
- Clearstead Advisors's iShares S&P 500 Growth ETF position peaked at $45.5M in Q4 2025.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.