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Crestwood Advisors Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Crestwood Advisors Group’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 		$2.29M Buy
16,655
+265
+2% +$35K 0.03% 228
2026
Q1 		$1.85M Sell
16,390
-11
-0.1% -$1.32K 0.03% 236
2025
Q4 		$2.02M Sell
16,401
-1,021
-6% -$125K 0.03% 216
2025
Q3 		$2.1M Hold
17,422
– – 0.04% 213
2025
Q2 		$1.92M Sell
17,422
-810
-4% -$80.2K 0.03% 214
2025
Q1 		$1.69M Sell
18,232
-639
-3% -$64.4K 0.03% 215
2024
Q4 		$1.92M Buy
18,871
+733
+4% +$73.1K 0.04% 193
2024
Q3 		$1.74M Hold
18,138
– – 0.03% 199
2024
Q2 		$1.68M Buy
18,138
+1,034
+6% +$89.1K 0.03% 189
2024
Q1 		$1.44M Buy
17,104
+658
+4% +$52.9K 0.03% 193
2023
Q4 		$1.24M Buy
16,446
+108
+0.7% +$7.69K 0.03% 196
2023
Q3 		$1.12M Sell
16,338
-240
-1% -$17K 0.03% 188
2023
Q2 		$1.17M Buy
16,578
+760
+5% +$50.2K 0.04% 131
2023
Q1 		$1.01M Hold
15,818
– – 0.03% 142
2022
Q4 		$925K Hold
15,818
– – 0.03% 146
2022
Q3 		$915K Sell
15,818
-200
-1% -$13K 0.03% 146
2022
Q2 		$967K Sell
16,018
-75
-0.5% -$4.96K 0.03% 149
2022
Q1 		$1.23M Buy
16,093
+590
+4% +$44.3K 0.03% 145
2021
Q4 		$1.3M Sell
15,503
-50
-0.3% -$4.03K 0.03% 149
2021
Q3 		$1.15M Sell
15,553
-35
-0.2% -$2.67K 0.03% 145
2021
Q2 		$1.13M Sell
15,588
-250
-2% -$17.3K 0.03% 148
2021
Q1 		$1.03M Buy
15,838
+640
+4% +$41.4K 0.03% 151
2020
Q4 		$970K Sell
15,198
-1,566
-9% -$95K 0.03% 147
2020
Q3 		$968K Sell
16,764
-368
-2% -$20.8K 0.04% 127
2020
Q2 		$889K Sell
17,132
-240
-1% -$11.5K 0.04% 128
2020
Q1 		$717K Sell
17,372
-5,960
-26% -$282K 0.04% 132
2019
Q4 		$1.13M Sell
23,332
-40
-0.2% -$1.85K 0.04% 129
2019
Q3 		$1.05M Buy
23,372
+5,092
+28% +$230K 0.05% 128
2019
Q2 		$819K Buy
18,280
+10,088
+123% +$444K 0.04% 138
2019
Q1 		$353K Sell
8,192
-976
-11% -$40K 0.03% 127
2018
Q4 		$345K Sell
9,168
-160
-2% -$6.47K 0.03% 118
2018
Q3 		$413K Sell
9,328
-360
-4% -$15.5K 0.03% 115
2018
Q2 		$413K Buy
9,688
+512
+6% +$20.6K 0.03% 115
2018
Q1 		$356K Sell
9,176
-1,092
-11% -$43.6K 0.03% 124
2017
Q4 		$392K Sell
10,268
-820
-7% -$30.6K 0.03% 123
2017
Q3 		$398K Sell
11,088
-440
-4% -$15.5K 0.03% 111
2017
Q2 		$406K Buy
11,528
+1,276
+12% +$43.2K 0.03% 106
2017
Q1 		$346K Sell
10,252
-1,040
-9% -$33.4K 0.03% 108
2016
Q4 		$344K Sell
11,292
-120
-1% -$3.63K 0.03% 112
2016
Q3 		$347K Sell
11,412
-600
-5% -$18.2K 0.04% 96
2016
Q2 		$350K Sell
12,012
-420
-3% -$12.2K 0.04% 97
2016
Q1 		$360K Sell
12,432
-200
-2% -$5.5K 0.04% 102
2015
Q4 		$366K Sell
12,632
-580
-4% -$16.9K 0.04% 107
2015
Q3 		$356K Sell
13,212
-160
-1% -$4.55K 0.05% 103
2015
Q2 		$381K Sell
13,372
-120
-0.9% -$3.48K 0.05% 106
2015
Q1 		$384K Hold
13,492
– – 0.05% 96
2014
Q4 		$376K Hold
13,492
– – 0.06% 90
2014
Q3 		$360K Hold
13,492
– – 0.06% 87
2014
Q2 		$355K Hold
13,492
– – 0.06% 87
2014
Q1 		$337K Buy
+13,492
New +$333K 0.06% 92

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Crestwood Advisors Group's IVW Position: Q2 2026 in Review

Crestwood Advisors Group increased its iShares S&P 500 Growth ETF (IVW) stake by 1.6% in Q2 2026, buying an estimated $35K and bringing the position to 16,655 shares worth $2.29M. The position accounts for 0.03% of the portfolio, ranked #228.

Crestwood Advisors Group first reported a position in IVW in Q1 2014 and has held it in 50 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Crestwood Advisors Group held 16,655 shares of iShares S&P 500 Growth ETF worth $2.29M as of Q2 2026.
  • Crestwood Advisors Group bought 265 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $35K.
  • iShares S&P 500 Growth ETF made up 0.03% of Crestwood Advisors Group's portfolio in Q2 2026, its #228 holding.
  • Crestwood Advisors Group first reported a position in iShares S&P 500 Growth ETF in Q1 2014 and has held it in 50 quarters since.
  • 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.