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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Csenge Advisory Group's IVW Position: Q1 2026 in Review

Csenge Advisory Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.9% in Q1 2026, selling an estimated $529K and leaving 230,137 shares worth $26M. The position accounts for 1.19% of the portfolio, ranked #13.

Csenge Advisory Group first reported a position in IVW in Q3 2017 and has held it in 28 quarters since. The position peaked at $29.5M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Csenge Advisory Group held 230,137 shares of iShares S&P 500 Growth ETF worth $26M as of Q1 2026.
  • Csenge Advisory Group sold 4,397 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $529K.
  • iShares S&P 500 Growth ETF made up 1.19% of Csenge Advisory Group's portfolio in Q1 2026, its #13 holding.
  • Csenge Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and has held it in 28 quarters since.
  • Csenge Advisory Group's iShares S&P 500 Growth ETF position peaked at $29.5M in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.