CRA Financial Services
IVW icon

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
Q3 		$1.21M Sell
8,540
-9
-0.1% -$1.25K 0.13% 118
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

CRA Financial Services's IVW Position: Q3 2026 in Review

CRA Financial Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.11% in Q3 2026, selling an estimated $1.25K and leaving 8,540 shares worth $1.21M. The position accounts for 0.13% of the portfolio, ranked #118.

CRA Financial Services first reported a position in IVW in Q4 2018 and has held it in 17 quarters since. 1,591 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • CRA Financial Services held 8,540 shares of iShares S&P 500 Growth ETF worth $1.21M as of Q3 2026.
  • CRA Financial Services sold 9 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $1.25K.
  • iShares S&P 500 Growth ETF made up 0.13% of CRA Financial Services's portfolio in Q3 2026, its #118 holding.
  • CRA Financial Services first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 17 quarters since.
  • 1,591 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.