Creative Capital Management Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History

Creative Capital Management 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 Q2	$27.5K	Hold	200	–	–	0.01%	211
2026 Q1	$22.6K	Hold	200	–	–	0.01%	169
2025 Q4	$24.7K	Hold	200	–	–	0.01%	162
2025 Q3	$24.1K	Hold	200	–	–	0.01%	162
2025 Q2	$22K	Hold	200	–	–	0.01%	173
2025 Q1	$18.6K	Hold	200	–	–	0.01%	160
2024 Q4	$20.3K	Hold	200	–	–	0.01%	152
2024 Q3	$19.1K	Hold	200	–	–	0.01%	140
2024 Q2	$18.5K	Hold	200	–	–	0.01%	131
2024 Q1	$16.9K	Hold	200	–	–	0.01%	131
2023 Q4	$15K	Hold	200	–	–	0.01%	135
2023 Q3	$13.7K	Buy	+200	New	+$14.2K	0.01%	140

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Creative Capital Management Investments's IVW Position: Q2 2026 in Review

Creative Capital Management Investments held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 200 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #211.

Creative Capital Management Investments first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Creative Capital Management Investments held 200 shares of iShares S&P 500 Growth ETF worth $27.5K as of Q2 2026.
Creative Capital Management Investments left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #211 holding.
Creative Capital Management Investments first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.