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CPR Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History

CPR Investments’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
Q1 		– Sell
-3,872
Closed -$477K – 54
2025
Q4 		$477K Sell
3,872
-445
-10% -$54.5K 0.32% 36
2025
Q3 		$521K Sell
4,317
-930
-18% -$107K 0.36% 32
2025
Q2 		$578K Buy
+5,247
New +$519K 0.45% 31
2025
Q1 		– Sell
-7,377
Closed -$749K – 40
2024
Q4 		$749K Buy
+7,377
New +$736K 0.68% 22

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CPR Investments's IVW Position: Q1 2026 in Review

CPR Investments sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 3,872 shares — an estimated $477K sold.

CPR Investments first reported a position in IVW in Q4 2024 and held it in 4 quarters. The position peaked at $749K in Q4 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • CPR Investments reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • CPR Investments sold 3,872 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $477K.
  • CPR Investments first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and held it in 4 quarters.
  • CPR Investments's iShares S&P 500 Growth ETF position peaked at $749K in Q4 2024.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on CPR Investments's 13F filing for Q1 2026, filed 16 Apr 2026.