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

Crew Capital 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 Q3	$322K	Hold	2,263	–	–	0.17%	90
2026 Q2	$311K	Hold	2,263	–	–	0.17%	87
2026 Q1	$256K	Sell	2,263 -85	-4%	-$10.2K	0.17%	100
2025 Q4	$289K	Hold	2,348	–	–	0.18%	92
2025 Q3	$283K	Sell	2,348 -43	-2%	-$4.95K	0.19%	93
2025 Q2	$263K	Sell	2,391 -216	-8%	-$21.4K	0.19%	101
2025 Q1	$242K	Hold	2,607	–	–	0.2%	129
2024 Q4	$265K	Hold	2,607	–	–	0.22%	120
2024 Q3	$250K	Hold	2,607	–	–	0.2%	116
2024 Q2	$241K	Hold	2,607	–	–	0.19%	103
2024 Q1	$220K	Buy	+2,607	New	+$209K	0.18%	111
2022 Q2	–	Sell	-2,803	Closed	-$214K	–	100
2022 Q1	$214K	Buy	2,803 +1	+0%	+$75	0.21%	103
2021 Q4	$234K	Buy	+2,802	New	+$226K	0.2%	101

Other funds holding IVW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Crew Capital Management's IVW Position: Q3 2026 in Review

Crew Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 2,263 shares worth $322K. The position accounts for 0.17% of the portfolio, ranked #90.

Crew Capital Management first reported a position in IVW in Q4 2021 and has held it in 13 quarters since. 1,414 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Crew Capital Management held 2,263 shares of iShares S&P 500 Growth ETF worth $322K as of Q3 2026.
Crew Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.17% of Crew Capital Management's portfolio in Q3 2026, its #90 holding.
Crew Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 13 quarters since.
1,414 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Crew Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.