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Crescent Grove Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Crescent Grove Advisors’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
Q1 		$1.05M Hold
9,251
– – 0.1% 132
2025
Q4 		$1.14M Sell
9,251
-40
-0.4% -$4.9K 0.11% 119
2025
Q3 		$1.12M Hold
9,291
– – 0.11% 113
2025
Q2 		$1.02M Hold
9,291
– – 0.1% 113
2025
Q1 		$862K Hold
9,291
– – 0.09% 114
2024
Q4 		$943K Buy
9,291
+201
+2% +$20.1K 0.09% 114
2024
Q3 		$870K Hold
9,090
– – 0.09% 125
2024
Q2 		$841K Buy
9,090
+1,353
+17% +$117K 0.09% 122
2024
Q1 		$653K Buy
7,737
+994
+15% +$79.9K 0.07% 154
2023
Q4 		$506K Hold
6,743
– – 0.06% 173
2023
Q3 		$463K Sell
6,743
-1,221
-15% -$86.4K 0.06% 179
2023
Q2 		$561K Buy
7,964
+271
+4% +$17.9K 0.06% 161
2023
Q1 		$492K Buy
7,693
+823
+12% +$50.3K 0.06% 171
2022
Q4 		$402K Sell
6,870
-84
-1% -$5.04K 0.04% 202
2022
Q3 		$402K Buy
6,954
+938
+16% +$60.9K 0.05% 171
2022
Q2 		$363K Hold
6,016
– – 0.04% 191
2022
Q1 		$460K Hold
6,016
– – 0.05% 176
2021
Q4 		$503K Buy
6,016
+84
+1% +$6.77K 0.05% 165
2021
Q3 		$438K Sell
5,932
-1,112
-16% -$84.8K 0.05% 172
2021
Q2 		$512K Sell
7,044
-951
-12% -$65.8K 0.05% 149
2021
Q1 		$521K Sell
7,995
-227
-3% -$14.7K 0.06% 128
2020
Q4 		$525K Sell
8,222
-170
-2% -$10.3K 0.07% 108
2020
Q3 		$485K Hold
8,392
– – 0.1% 99
2020
Q2 		$435K Hold
8,392
– – 0.09% 94
2020
Q1 		$346K Buy
8,392
+1,080
+15% +$51.1K 0.08% 95
2019
Q4 		$354K Hold
7,312
– – 0.06% 115
2019
Q3 		$329K Sell
7,312
-320
-4% -$14.5K 0.06% 114
2019
Q2 		$342K Buy
7,632
+1,204
+19% +$53K 0.06% 109
2019
Q1 		$277K Buy
+6,428
New +$263K 0.06% 123

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

Crescent Grove Advisors's IVW Position: Q1 2026 in Review

Crescent Grove Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 9,251 shares worth $1.05M. The position accounts for 0.1% of the portfolio, ranked #132.

Crescent Grove Advisors first reported a position in IVW in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.14M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Crescent Grove Advisors held 9,251 shares of iShares S&P 500 Growth ETF worth $1.05M as of Q1 2026.
  • Crescent Grove Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P 500 Growth ETF made up 0.1% of Crescent Grove Advisors's portfolio in Q1 2026, its #132 holding.
  • Crescent Grove Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • Crescent Grove Advisors's iShares S&P 500 Growth ETF position peaked at $1.14M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.