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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
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
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

Custom Index Systems's IVW Position: Q1 2026 in Review

Custom Index Systems reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.75% in Q1 2026, selling an estimated $26.7K and leaving 29,511 shares worth $3.34M. The position accounts for 1.45% of the portfolio, ranked #12.

Custom Index Systems first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.2M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Custom Index Systems held 29,511 shares of iShares S&P 500 Growth ETF worth $3.34M as of Q1 2026.
  • Custom Index Systems sold 222 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $26.7K.
  • iShares S&P 500 Growth ETF made up 1.45% of Custom Index Systems's portfolio in Q1 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 10 quarters since.
  • Custom Index Systems's iShares S&P 500 Growth ETF position peaked at $7.2M in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.