Concurrent Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Concurrent Investment Advisors’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	$41.2M	Buy	299,260 +19,278	+7%	+$2.55M	0.35%	53
2026 Q1	$31.7M	Sell	279,982 -172,653	-38%	-$20.8M	0.34%	52
2025 Q4	$55.8M	Buy	452,635 +140,392	+45%	+$17.2M	0.64%	21
2025 Q3	$37.7M	Buy	312,243 +1,258	+0.4%	+$145K	0.65%	26
2025 Q2	$34.2M	Buy	310,985 +151,129	+95%	+$15M	0.66%	24
2025 Q1	$14.8M	Sell	159,856 -147,040	-48%	-$14.8M	0.36%	54
2024 Q4	$31.2M	Sell	306,896 -17,811	-5%	-$1.78M	0.84%	21
2024 Q3	$31.1M	Buy	324,707 +8,838	+3%	+$816K	0.92%	17
2024 Q2	$29.2M	Buy	315,869 +25,290	+9%	+$2.18M	0.96%	16
2024 Q1	$24.5M	Buy	290,579 +41,990	+17%	+$3.37M	0.99%	17
2023 Q4	$18.7M	Buy	+248,589	New	+$17.7M	0.88%	17

Other funds holding IVW

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Concurrent Investment Advisors's IVW Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 6.9% in Q2 2026, buying an estimated $2.55M and bringing the position to 299,260 shares worth $41.2M. The position accounts for 0.35% of the portfolio, ranked #53.

Concurrent Investment Advisors first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $55.8M in Q4 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Concurrent Investment Advisors held 299,260 shares of iShares S&P 500 Growth ETF worth $41.2M as of Q2 2026.
Concurrent Investment Advisors bought 19,278 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.55M.
iShares S&P 500 Growth ETF made up 0.35% of Concurrent Investment Advisors's portfolio in Q2 2026, its #53 holding.
Concurrent Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's iShares S&P 500 Growth ETF position peaked at $55.8M in Q4 2025.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.