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

Crewe 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 Q2	$1.82M	Buy	13,225 +196	+2%	+$25.9K	0.13%	66
2026 Q1	$1.47M	Buy	13,029 +2,120	+19%	+$255K	0.13%	70
2025 Q4	$1.34M	Buy	10,909 +5,630	+107%	+$689K	0.12%	69
2025 Q3	$637K	Sell	5,279 -135	-2%	-$15.5K	0.06%	105
2025 Q2	$596K	Buy	5,414 +2,003	+59%	+$198K	0.08%	81
2025 Q1	$317K	Sell	3,411 -600	-15%	-$60.5K	0.04%	109
2024 Q4	$407K	Buy	4,011 +80	+2%	+$7.98K	0.06%	90
2024 Q3	$376K	Hold	3,931	–	–	0.04%	102
2024 Q2	$364K	Buy	3,931 +20	+0.5%	+$1.72K	0.04%	131
2024 Q1	$330K	Buy	3,911 +1,385	+55%	+$111K	0.04%	134
2023 Q4	$190K	Sell	2,526 -1,493	-37%	-$106K	0.03%	70
2023 Q3	$275K	Buy	4,019 +2,019	+101%	+$143K	0.05%	63
2023 Q2	$141K	Sell	2,000 -3,628	-64%	-$240K	0.02%	171
2023 Q1	$360K	Hold	5,628	–	–	0.05%	105
2022 Q4	$329K	Hold	5,628	–	–	0.05%	107
2022 Q3	$326K	Buy	5,628 +1,268	+29%	+$82.4K	0.06%	97
2022 Q2	$263K	Buy	4,360 +2,360	+118%	+$156K	0.06%	103
2022 Q1	$153K	Buy	+2,000	New	+$150K	0.03%	136

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

Crewe Advisors's IVW Position: Q2 2026 in Review

Crewe Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 1.5% in Q2 2026, buying an estimated $25.9K and bringing the position to 13,225 shares worth $1.82M. The position accounts for 0.13% of the portfolio, ranked #66.

Crewe Advisors first reported a position in IVW in Q1 2022 and has held it in 18 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Crewe Advisors held 13,225 shares of iShares S&P 500 Growth ETF worth $1.82M as of Q2 2026.
Crewe Advisors bought 196 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $25.9K.
iShares S&P 500 Growth ETF made up 0.13% of Crewe Advisors's portfolio in Q2 2026, its #66 holding.
Crewe Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 18 quarters since.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.