Csenge Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Csenge Advisory 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	$31.3M	Sell	227,378 -2,759	-1%	-$364K	1.27%	12
2026 Q1	$26M	Sell	230,137 -4,397	-2%	-$529K	1.19%	13
2025 Q4	$28.9M	Sell	234,534 -9,679	-4%	-$1.18M	1.31%	12
2025 Q3	$29.5M	Sell	244,213 -5,563	-2%	-$640K	1.41%	11
2025 Q2	$25.9M	Sell	249,776 -4,093	-2%	-$405K	1.36%	12
2025 Q1	$22.5M	Sell	253,869 -4,184	-2%	-$422K	1.27%	12
2024 Q4	$26.2M	Sell	258,053 -19,515	-7%	-$1.95M	1.42%	11
2024 Q3	$26.9M	Sell	277,568 -10,043	-3%	-$927K	1.4%	14
2024 Q2	$26.6M	Buy	287,611 +13,738	+5%	+$1.18M	1.51%	13
2024 Q1	$23.1M	Buy	273,873 +44,218	+19%	+$3.55M	1.29%	13
2023 Q4	$17.2M	Buy	229,655 +9,898	+5%	+$705K	1.07%	16
2023 Q3	$15M	Buy	219,757 +41,215	+23%	+$2.92M	1.02%	20
2023 Q2	$12.6M	Buy	178,542 +83,449	+88%	+$5.52M	0.84%	23
2023 Q1	$6.08M	Sell	95,093 -75,135	-44%	-$4.59M	0.44%	42
2022 Q4	$9.96M	Sell	170,228 -1,576	-0.9%	-$94.6K	0.77%	24
2022 Q3	$9.94M	Sell	171,804 -238	-0.1%	-$15.5K	0.82%	26
2022 Q2	$10.4M	Sell	172,042 -14,793	-8%	-$979K	0.87%	25
2022 Q1	$14.3M	Buy	186,835 +27,800	+17%	+$2.09M	1.13%	10
2021 Q4	$11.6M	Sell	159,035 -1,245	-0.8%	-$100K	1.03%	16
2021 Q3	$12M	Buy	160,280 +1,245	+0.8%	+$94.9K	1.01%	16
2021 Q2	$11.6M	Sell	159,035 -12,841	-7%	-$889K	1.03%	16
2021 Q1	$11.8M	Sell	171,876 -5,194	-3%	-$336K	1.21%	13
2020 Q4	$11.3M	Buy	177,070 +94	+0.1%	+$5.7K	1.35%	14
2020 Q3	$10.2M	Sell	176,976 -53,764	-23%	-$3.04M	1.4%	14
2020 Q2	$12M	Buy	+230,740	New	+$11.1M	1.72%	10
2018 Q3	–	Sell	-9,224	Closed	-$375K	–	1306
2018 Q2	$375K	Sell	9,224 -19,580	-68%	-$786K	0.14%	148
2018 Q1	$1.12M	Buy	28,804 +19,148	+198%	+$764K	0.39%	63
2017 Q4	$369K	Sell	9,656 -46,412	-83%	-$1.73M	0.13%	146
2017 Q3	$2.01M	Buy	+56,068	New	+$1.97M	0.79%	19

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

Csenge Advisory Group's IVW Position: Q2 2026 in Review

Csenge Advisory Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.2% in Q2 2026, selling an estimated $364K and leaving 227,378 shares worth $31.3M. The position accounts for 1.27% of the portfolio, ranked #12.

Csenge Advisory Group first reported a position in IVW in Q3 2017 and has held it in 29 quarters since. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Csenge Advisory Group held 227,378 shares of iShares S&P 500 Growth ETF worth $31.3M as of Q2 2026.
Csenge Advisory Group sold 2,759 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $364K.
iShares S&P 500 Growth ETF made up 1.27% of Csenge Advisory Group's portfolio in Q2 2026, its #12 holding.
Csenge Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and has held it in 29 quarters since.
2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.