CAM
IVW icon

Creekmur Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Creekmur Asset Management’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
2025
Q3 		$18.7K Hold
155
– – ﹤0.01% 444
2025
Q2 		$17.1K Hold
155
– – ﹤0.01% 456
2025
Q1 		$14.4K Hold
155
– – ﹤0.01% 438
2024
Q4 		$15.7K Buy
155
+1
+0.6% +$100 ﹤0.01% 370
2024
Q3 		$14.8K Hold
154
– – ﹤0.01% 393
2024
Q2 		$14.3K Sell
154
-25
-14% -$2.15K ﹤0.01% 445
2024
Q1 		$15.1K Buy
179
+1
+0.6% +$80 0.01% 420
2023
Q4 		$13.4K Buy
+178
New +$12.7K ﹤0.01% 486

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

Creekmur Asset Management's IVW Position: Q3 2025 in Review

Creekmur Asset Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2025 at 155 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Creekmur Asset Management first reported a position in IVW in Q4 2023 and has held it in 8 quarters since. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • Creekmur Asset Management held 155 shares of iShares S&P 500 Growth ETF worth $18.7K as of Q3 2025.
  • Creekmur Asset Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2025.
  • iShares S&P 500 Growth ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #444 holding.
  • Creekmur Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 8 quarters since.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.