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

Croban’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	$6.95M	Sell	50,538 -28,764	-36%	-$3.8M	3.06%	12
2026 Q1	$8.97M	Buy	79,302 +8,318	+12%	+$1M	4.22%	4
2025 Q4	$8.75M	Buy	70,984 +29,031	+69%	+$3.55M	4.22%	5
2025 Q3	$5.06M	Buy	41,953 +14,317	+52%	+$1.65M	3.37%	6
2025 Q2	$3.04M	Sell	27,636 -2,425	-8%	-$240K	2.6%	8
2025 Q1	$2.79M	Buy	30,061 +5,608	+23%	+$565K	2.57%	8
2024 Q4	$2.48M	Buy	+24,453	New	+$2.44M	2.44%	8
2023 Q4	$2.48M	Buy	+24,453	New	+$1.74M	2.46%	8

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

Croban's IVW Position: Q2 2026 in Review

Croban reduced its iShares S&P 500 Growth ETF (IVW) stake by 36% in Q2 2026, selling an estimated $3.8M and leaving 50,538 shares worth $6.95M. The position accounts for 3.06% of the portfolio, ranked #12.

Croban first reported a position in IVW in Q4 2023 and has held it in 8 quarters since. The position peaked at $8.97M in Q1 2026. 2,134 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Croban held 50,538 shares of iShares S&P 500 Growth ETF worth $6.95M as of Q2 2026.
Croban sold 28,764 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $3.8M.
iShares S&P 500 Growth ETF made up 3.06% of Croban's portfolio in Q2 2026, its #12 holding.
Croban first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 8 quarters since.
Croban's iShares S&P 500 Growth ETF position peaked at $8.97M in Q1 2026.
2,134 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Croban's 13F filing for Q2 2026, filed 3 Aug 2026.