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CRA Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

CRA Financial Services’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 		$1.18M Sell
8,549
-116
-1% -$15.3K 0.14% 116
2026
Q1 		$980K Buy
8,665
+165
+2% +$19.8K 0.13% 122
2025
Q4 		$1.05M Buy
8,500
+15
+0.2% +$1.84K 0.14% 116
2025
Q3 		$1.02M Hold
8,485
– – 0.14% 114
2025
Q2 		$934K Buy
8,485
+904
+12% +$89.5K 0.14% 115
2025
Q1 		$704K Buy
7,581
+4,090
+117% +$412K 0.12% 128
2024
Q4 		$354K Buy
3,491
+75
+2% +$7.48K 0.06% 179
2024
Q3 		$327K Hold
3,416
– – 0.06% 182
2024
Q2 		$316K Sell
3,416
-15
-0.4% -$1.29K 0.06% 176
2024
Q1 		$290K Buy
+3,431
New +$276K 0.06% 184
2020
Q2 		– Sell
-8,980
Closed -$371K – 143
2020
Q1 		$371K Buy
8,980
+140
+2% +$6.62K 0.24% 89
2019
Q4 		$428K Hold
8,840
– – 0.23% 87
2019
Q3 		$398K Sell
8,840
-40
-0.5% -$1.81K 0.24% 86
2019
Q2 		$398K Hold
8,880
– – 0.24% 88
2019
Q1 		$383K Buy
8,880
+120
+1% +$4.92K 0.25% 89
2018
Q4 		$330K Buy
+8,760
New +$355K 0.24% 98

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CRA Financial Services's IVW Position: Q2 2026 in Review

CRA Financial Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.3% in Q2 2026, selling an estimated $15.3K and leaving 8,549 shares worth $1.18M. The position accounts for 0.14% of the portfolio, ranked #116.

CRA Financial Services first reported a position in IVW in Q4 2018 and has held it in 16 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • CRA Financial Services held 8,549 shares of iShares S&P 500 Growth ETF worth $1.18M as of Q2 2026.
  • CRA Financial Services sold 116 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $15.3K.
  • iShares S&P 500 Growth ETF made up 0.14% of CRA Financial Services's portfolio in Q2 2026, its #116 holding.
  • CRA Financial Services first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 16 quarters since.
  • 2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.