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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Crew Capital Management's IVW Position: Q1 2026 in Review

Crew Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.6% in Q1 2026, selling an estimated $10.2K and leaving 2,263 shares worth $256K. The position accounts for 0.17% of the portfolio, ranked #100.

Crew Capital Management first reported a position in IVW in Q4 2021 and has held it in 11 quarters since. The position peaked at $289K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Crew Capital Management held 2,263 shares of iShares S&P 500 Growth ETF worth $256K as of Q1 2026.
Crew Capital Management sold 85 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $10.2K.
iShares S&P 500 Growth ETF made up 0.17% of Crew Capital Management's portfolio in Q1 2026, its #100 holding.
Crew Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 11 quarters since.
Crew Capital Management's iShares S&P 500 Growth ETF position peaked at $289K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Crew Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.