Commonwealth Retirement Investments’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
$3.99M Buy
35,261
+3,395
+11% +$408K 1.23% 24
2025
Q4
$3.93M Buy
31,866
+1,947
+7% +$238K 1.26% 24
2025
Q3
$3.61M Buy
29,919
+392
+1% +$45.1K 1.23% 22
2025
Q2
$3.25M Sell
29,527
-2,741
-8% -$271K 1.24% 22
2025
Q1
$3M Buy
32,268
+697
+2% +$70.3K 1.22% 23
2024
Q4
$3.21M Buy
31,571
+467
+2% +$46.6K 1.32% 21
2024
Q3
$2.98M Buy
31,104
+916
+3% +$84.6K 1.25% 22
2024
Q2
$2.79M Buy
30,188
+11,895
+65% +$1.03M 1.28% 22
2024
Q1
$1.54M Buy
18,293
+11,476
+168% +$922K 0.74% 42
2023
Q4
$512K Buy
6,817
+111
+2% +$7.9K 0.27% 66
2023
Q3
$459K Buy
+6,706
New +$475K 0.26% 60

Other funds holding IVW

Commonwealth Retirement Investments's IVW Position: Q1 2026 in Review

Commonwealth Retirement Investments increased its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q1 2026, buying an estimated $408K and bringing the position to 35,261 shares worth $3.99M. The position accounts for 1.23% of the portfolio, ranked #24.

Commonwealth Retirement Investments first reported a position in IVW in Q3 2023 and has held it in 11 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Commonwealth Retirement Investments held 35,261 shares of iShares S&P 500 Growth ETF worth $3.99M as of Q1 2026.
  • Commonwealth Retirement Investments bought 3,395 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $408K.
  • iShares S&P 500 Growth ETF made up 1.23% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #24 holding.
  • Commonwealth Retirement Investments first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.