CVA Family Office’s iShares S&P 500 Growth ETF IVW Stock Holding History

CVA Family Office’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	$1.73M	Hold	12,615	–	–	0.16%	84
2026 Q1	$1.43M	Buy	12,615 +300	+2%	+$36.1K	0.15%	86
2025 Q4	$1.52M	Hold	12,315	–	–	0.17%	76
2025 Q3	$1.49M	Hold	12,315	–	–	0.19%	81
2025 Q2	$1.36M	Hold	12,315	–	–	0.19%	83
2025 Q1	$1.14M	Hold	12,315	–	–	0.18%	88
2024 Q4	$1.25M	Hold	12,315	–	–	0.2%	79
2024 Q3	$1.18M	Hold	12,315	–	–	0.19%	83
2024 Q2	$1.14M	Hold	12,315	–	–	0.21%	76
2024 Q1	$1.04M	Hold	12,315	–	–	0.19%	88
2023 Q4	$925K	Hold	12,315	–	–	0.18%	88
2023 Q3	$843K	Hold	12,315	–	–	0.19%	86
2023 Q2	$868K	Hold	12,315	–	–	0.18%	86
2023 Q1	$787K	Buy	12,315 +397	+3%	+$24.3K	0.18%	86
2022 Q4	$697K	Buy	11,918 +7,318	+159%	+$439K	0.17%	90
2022 Q3	$266K	Hold	4,600	–	–	0.07%	148
2022 Q2	$278K	Sell	4,600 -1,000	-18%	-$66.2K	0.08%	136
2022 Q1	$428K	Hold	5,600	–	–	0.1%	112
2021 Q4	$469K	Buy	5,600 +3,950	+239%	+$318K	0.12%	101
2021 Q3	$381K	Sell	1,650 -4,950	-75%	-$377K	0.28%	61
2021 Q2	$480K	Hold	6,600	–	–	0.14%	98
2021 Q1	$430K	Hold	6,600	–	–	0.16%	82
2020 Q4	$421K	Hold	6,600	–	–	0.26%	62
2020 Q3	$381K	Hold	6,600	–	–	0.28%	61
2020 Q2	$342K	Hold	6,600	–	–	0.28%	60
2020 Q1	$272K	Hold	6,600	–	–	0.28%	62
2019 Q4	$320K	Buy	+6,600	New	+$306K	0.29%	61

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

CVA Family Office's IVW Position: Q2 2026 in Review

CVA Family Office held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 12,615 shares worth $1.73M. The position accounts for 0.16% of the portfolio, ranked #84.

CVA Family Office first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

CVA Family Office held 12,615 shares of iShares S&P 500 Growth ETF worth $1.73M as of Q2 2026.
CVA Family Office left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.16% of CVA Family Office's portfolio in Q2 2026, its #84 holding.
CVA Family Office first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.