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

Cresset 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
2026 Q2	$21.6M	Sell	157,330 -1,345	-0.8%	-$178K	0.08%	154
2026 Q1	$17.9M	Sell	158,675 -11,097	-7%	-$1.33M	0.08%	166
2025 Q4	$20.9M	Buy	169,772 +1,582	+0.9%	+$194K	0.09%	140
2025 Q3	$20.3M	Sell	168,190 -1,180	-0.7%	-$136K	0.09%	137
2025 Q2	$18.6M	Sell	169,370 -10,960	-6%	-$1.08M	0.09%	133
2025 Q1	$16.7M	Sell	180,330 -12,098	-6%	-$1.22M	0.08%	150
2024 Q4	$19.5M	Sell	192,428 -30,794	-14%	-$3.07M	0.09%	137
2024 Q3	$21.4M	Sell	223,222 -16,099	-7%	-$1.49M	0.08%	165
2024 Q2	$22.1M	Buy	239,321 +19,603	+9%	+$1.69M	0.09%	152
2024 Q1	$18.6M	Buy	219,718 +16,277	+8%	+$1.31M	0.09%	155
2023 Q4	$15.3M	Sell	203,441 -3,153	-2%	-$224K	0.09%	150
2023 Q3	$14.2M	Sell	206,594 -11,364	-5%	-$804K	0.05%	163
2023 Q2	$15.4M	Buy	217,958 +112,040	+106%	+$7.41M	0.02%	203
2023 Q1	$6.77M	Sell	105,918 -10,775	-9%	-$659K	0.14%	102
2022 Q4	$5.66M	Buy	116,693 +13,901	+14%	+$835K	0.07%	113
2022 Q3	$5.95M	Sell	102,792 -18,682	-15%	-$1.21M	0.08%	111
2022 Q2	$6.18M	Buy	121,474 +19,270	+19%	+$1.28M	0.08%	106
2022 Q1	$7.81M	Sell	102,204 -3,464	-3%	-$260K	0.08%	96
2021 Q4	$8.84M	Buy	105,668 +39,757	+60%	+$3.2M	0.09%	101
2021 Q3	$4.87M	Buy	65,911 +9,596	+17%	+$731K	0.07%	116
2021 Q2	$4.09M	Buy	56,315 +233	+0.4%	+$16.1K	0.06%	127
2021 Q1	$3.65M	Buy	56,082 +18,014	+47%	+$1.16M	0.06%	115
2020 Q4	$2.43M	Buy	38,068 +3,652	+11%	+$221K	0.04%	138
2020 Q3	$1.99M	Buy	34,416 +22,508	+189%	+$1.27M	0.04%	166
2020 Q2	$618K	Sell	11,908 -88,144	-88%	-$4.23M	0.01%	301
2020 Q1	$4.13M	Buy	100,052 +75,044	+300%	+$3.55M	0.13%	61
2019 Q4	$1.21M	Buy	25,008 +3,964	+19%	+$184K	0.03%	190
2019 Q3	$947K	Buy	21,044 +2,684	+15%	+$121K	0.03%	192
2019 Q2	$823K	Buy	18,360 +14,768	+411%	+$650K	0.03%	199
2019 Q1	$155K	Buy	3,592 +1,344	+60%	+$55.1K	0.01%	435
2018 Q4	$85K	Buy	+2,248	New	+$91K	0.01%	360

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Cresset Asset Management's IVW Position: Q2 2026 in Review

Cresset Asset Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.85% in Q2 2026, selling an estimated $178K and leaving 157,330 shares worth $21.6M. The position accounts for 0.08% of the portfolio, ranked #154.

Cresset Asset Management first reported a position in IVW in Q4 2018 and has held it in 31 quarters since. The position peaked at $22.1M in Q2 2024. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Cresset Asset Management held 157,330 shares of iShares S&P 500 Growth ETF worth $21.6M as of Q2 2026.
Cresset Asset Management sold 1,345 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $178K.
iShares S&P 500 Growth ETF made up 0.08% of Cresset Asset Management's portfolio in Q2 2026, its #154 holding.
Cresset Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
Cresset Asset Management's iShares S&P 500 Growth ETF position peaked at $22.1M in Q2 2024.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.