Custom Index Systems’s iShares S&P 500 Growth ETF IVW Stock Holding History

Custom Index Systems’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	$4.02M	Sell	29,223 -288	-1%	-$38K	1.44%	12
2026 Q1	$3.34M	Sell	29,511 -222	-0.7%	-$26.7K	1.45%	12
2025 Q4	$3.66M	Sell	29,733 -29,915	-50%	-$3.66M	1.62%	10
2025 Q3	$7.2M	Buy	59,648 +29,622	+99%	+$3.41M	2.14%	5
2025 Q2	$3.31M	Buy	30,026 +44	+0.1%	+$4.36K	1.58%	9
2025 Q1	$2.78M	Sell	29,982 -4,871	-14%	-$491K	1.41%	9
2024 Q4	$3.54M	Sell	34,853 -40	-0.1%	-$3.99K	1.9%	4
2024 Q3	$3.34M	Sell	34,893 -10,763	-24%	-$994K	1.81%	4
2024 Q2	$4.23M	Buy	45,656 +16,956	+59%	+$1.46M	2.43%	4
2024 Q1	$2.42M	Sell	28,700 -6,191	-18%	-$497K	1.38%	14
2023 Q4	$2.62M	Buy	+34,891	New	+$2.48M	1.61%	9

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

Custom Index Systems's IVW Position: Q2 2026 in Review

Custom Index Systems reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.98% in Q2 2026, selling an estimated $38K and leaving 29,223 shares worth $4.02M. The position accounts for 1.44% of the portfolio, ranked #12.

Custom Index Systems first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.2M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Custom Index Systems held 29,223 shares of iShares S&P 500 Growth ETF worth $4.02M as of Q2 2026.
Custom Index Systems sold 288 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $38K.
iShares S&P 500 Growth ETF made up 1.44% of Custom Index Systems's portfolio in Q2 2026, its #12 holding.
Custom Index Systems first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Custom Index Systems's iShares S&P 500 Growth ETF position peaked at $7.2M in Q3 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.