Cranbrook Wealth Management’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 | $6.6M | Sell |
58,348
-447
| -0.8% | -$53.8K | 1.34% | 18 |
|
|
2025
Q4 | $7.25M | Sell |
58,795
-543
| -0.9% | -$66.5K | 1.43% | 18 |
|
|
2025
Q3 | $7.16M | Sell |
59,338
-2,696
| -4% | -$310K | 1.44% | 18 |
|
|
2025
Q2 | $6.83M | Sell |
62,034
-193
| -0.3% | -$19.1K | 1.46% | 19 |
|
|
2025
Q1 | $5.78M | Sell |
62,227
-342
| -0.5% | -$34.5K | 1.34% | 21 |
|
|
2024
Q4 | $6.35M | Sell |
62,569
-229
| -0.4% | -$22.8K | 1.47% | 20 |
|
|
2024
Q3 | $6.01M | Sell |
62,798
-373
| -0.6% | -$34.4K | 1.37% | 21 |
|
|
2024
Q2 | $5.85M | Sell |
63,171
-371
| -0.6% | -$32K | 1.44% | 20 |
|
|
2024
Q1 | $5.37M | Sell |
63,542
-1,273
| -2% | -$102K | 1.36% | 23 |
|
|
2023
Q4 | $4.87M | Sell |
64,815
-888
| -1% | -$63.2K | 1.3% | 23 |
|
|
2023
Q3 | $4.5M | Sell |
65,703
-1,622
| -2% | -$115K | 1.33% | 21 |
|
|
2023
Q2 | $4.75M | Sell |
67,325
-2,460
| -4% | -$163K | 1.32% | 21 |
|
|
2023
Q1 | $4.46M | Buy |
69,785
+1,496
| +2% | +$91.4K | 1.27% | 22 |
|
|
2022
Q4 | $3.99M | Sell |
68,289
-20,750
| -23% | -$1.25M | 1.09% | 24 |
|
|
2022
Q3 | $5.15M | Buy |
89,039
+152
| +0.2% | +$9.88K | 1.33% | 22 |
|
|
2022
Q2 | $5.36M | Sell |
88,887
-624
| -0.7% | -$41.3K | 1.34% | 23 |
|
|
2022
Q1 | $6.84M | Sell |
89,511
-792
| -0.9% | -$59.5K | 1.49% | 17 |
|
|
2021
Q4 | $7.56M | Sell |
90,303
-3,048
| -3% | -$246K | 1.61% | 17 |
|
|
2021
Q3 | $6.9M | Sell |
93,351
-3,587
| -4% | -$273K | 1.56% | 17 |
|
|
2021
Q2 | $7.05M | Sell |
96,938
-2,276
| -2% | -$158K | 1.61% | 16 |
|
|
2021
Q1 | $6.46M | Sell |
99,214
-9,838
| -9% | -$636K | 1.56% | 18 |
|
|
2020
Q4 | $6.96M | Sell |
109,052
-3,392
| -3% | -$206K | 1.78% | 17 |
|
|
2020
Q3 | $6.5M | Sell |
112,444
-956
| -0.8% | -$54.1K | 1.88% | 18 |
|
|
2020
Q2 | $5.88M | Sell |
113,400
-4,204
| -4% | -$202K | 1.77% | 18 |
|
|
2020
Q1 | $4.85M | Sell |
117,604
-9,892
| -8% | -$468K | 1.65% | 19 |
|
|
2019
Q4 | $6.17M | Sell |
127,496
-1,428
| -1% | -$66.2K | 1.71% | 18 |
|
|
2019
Q3 | $5.8M | Sell |
128,924
-1,940
| -1% | -$87.8K | 1.67% | 19 |
|
|
2019
Q2 | $5.86M | Sell |
130,864
-832
| -0.6% | -$36.6K | 1.69% | 19 |
|
|
2019
Q1 | $5.67M | Sell |
131,696
-384
| -0.3% | -$15.7K | 1.77% | 18 |
|
|
2018
Q4 | $4.97M | Sell |
132,080
-7,096
| -5% | -$287K | 1.75% | 18 |
|
|
2018
Q3 | $6.16M | Sell |
139,176
-11,128
| -7% | -$478K | 2.17% | 16 |
|
|
2018
Q2 | $6.11M | Sell |
150,304
-3,904
| -3% | -$157K | 2.36% | 15 |
|
|
2018
Q1 | $5.98M | Sell |
154,208
-6,788
| -4% | -$271K | 2.35% | 15 |
|
|
2017
Q4 | $6.15M | Sell |
160,996
-6,680
| -4% | -$250K | 2.43% | 14 |
|
|
2017
Q3 | $6.01M | Sell |
167,676
-2,188
| -1% | -$77.1K | 2.49% | 14 |
|
|
2017
Q2 | $5.81M | Sell |
169,864
-236
| -0.1% | -$8K | 2.52% | 13 |
|
|
2017
Q1 | $5.59M | Sell |
170,100
-3,000
| -2% | -$96.3K | 2.62% | 14 |
|
|
2016
Q4 | $5.27M | Sell |
173,100
-7,804
| -4% | -$236K | 2.58% | 14 |
|
|
2016
Q3 | $5.5M | Sell |
180,904
-5,840
| -3% | -$177K | 2.76% | 12 |
|
|
2016
Q2 | $5.44M | Sell |
186,744
-5,612
| -3% | -$163K | 2.79% | 12 |
|
|
2016
Q1 | $5.57M | Buy |
192,356
+448
| +0.2% | +$12.3K | 2.94% | 11 |
|
|
2015
Q4 | $5.56M | Sell |
191,908
-4,024
| -2% | -$117K | 3.14% | 10 |
|
|
2015
Q3 | $5.28M | Buy |
195,932
+50,088
| +34% | +$1.42M | 3.04% | 11 |
|
|
2015
Q2 | $4.15M | Buy |
145,844
+564
| +0.4% | +$16.3K | 2.38% | 15 |
|
|
2015
Q1 | $4.14M | Sell |
145,280
-1,532
| -1% | -$43.5K | 2.43% | 15 |
|
|
2014
Q4 | $4.1M | Buy |
146,812
+1,480
| +1% | +$40.4K | 2.54% | 14 |
|
|
2014
Q3 | $3.88M | Sell |
145,332
-5,132
| -3% | -$137K | 2.61% | 13 |
|
|
2014
Q2 | $3.96M | Buy |
150,464
+2,936
| +2% | +$74.5K | 2.63% | 14 |
|
|
2014
Q1 | $3.68M | Buy |
147,528
+796
| +0.5% | +$19.7K | 2.58% | 14 |
|
|
2013
Q4 | $3.62M | Buy |
+146,732
| New | +$3.46M | 2.48% | 14 |
|
Other funds holding IVW
Cranbrook Wealth Management's IVW Position: Q1 2026 in Review
Cranbrook Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.76% in Q1 2026, selling an estimated $53.8K and leaving 58,348 shares worth $6.6M. The position accounts for 1.34% of the portfolio, ranked #18.
Cranbrook Wealth Management first reported a position in IVW in Q4 2013 and has held it in 50 quarters since. The position peaked at $7.56M in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Cranbrook Wealth Management held 58,348 shares of iShares S&P 500 Growth ETF worth $6.6M as of Q1 2026.
- Cranbrook Wealth Management sold 447 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $53.8K.
- iShares S&P 500 Growth ETF made up 1.34% of Cranbrook Wealth Management's portfolio in Q1 2026, its #18 holding.
- Cranbrook Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and has held it in 50 quarters since.
- Cranbrook Wealth Management's iShares S&P 500 Growth ETF position peaked at $7.56M in Q4 2021.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.