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CWA Asset Management Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

CWA Asset Management 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 		$881K Sell
6,407
-1,044
-14% -$138K 0.03% 405
2026
Q1 		$843K Buy
7,451
+450
+6% +$54.1K 0.03% 400
2025
Q4 		$863K Sell
7,001
-87
-1% -$10.6K 0.03% 381
2025
Q3 		$856K Buy
7,088
+899
+15% +$103K 0.03% 383
2025
Q2 		$681K Sell
6,189
-48
-0.8% -$4.75K 0.03% 404
2025
Q1 		$579K Sell
6,237
-3,822
-38% -$385K 0.03% 406
2024
Q4 		$1.02M Buy
10,059
+1,440
+17% +$144K 0.05% 251
2024
Q3 		$825K Buy
+8,619
New +$796K 0.04% 277
2024
Q1 		$748K Buy
8,856
+55
+0.6% +$4.42K 0.05% 265
2023
Q4 		$661K Sell
8,801
-776
-8% -$55.2K 0.05% 214
2023
Q3 		$655K Buy
9,577
+1,412
+17% +$99.9K 0.05% 176
2023
Q2 		$575K Sell
8,165
-510
-6% -$33.7K 0.04% 197
2023
Q1 		$554K Sell
8,675
-490
-5% -$30K 0.04% 185
2022
Q4 		$536K Buy
9,165
+248
+3% +$14.9K 0.04% 186
2022
Q3 		$516K Sell
8,917
-1,993
-18% -$129K 0.05% 168
2022
Q2 		$658K Buy
10,910
+7,824
+254% +$518K 0.06% 150
2022
Q1 		$236K Sell
3,086
-1,090
-26% -$81.9K 0.02% 263
2021
Q4 		$349K Buy
+4,176
New +$336K 0.03% 219
2021
Q3 		– Sell
-4,643
Closed -$339K – 293
2021
Q2 		$339K Buy
4,643
+514
+12% +$35.6K 0.03% 209
2021
Q1 		$269K Buy
+4,129
New +$267K 0.02% 222
2019
Q4 		– Sell
-4,700
Closed -$211K – 247
2019
Q3 		$211K Hold
4,700
– – 0.03% 197
2019
Q2 		$211K Hold
4,700
– – 0.04% 206
2019
Q1 		$203K Buy
+4,700
New +$193K 0.04% 202
2018
Q4 		– Sell
-4,700
Closed -$208K – 210
2018
Q3 		$208K Buy
+4,700
New +$202K 0.05% 187

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CWA Asset Management Group's IVW Position: Q2 2026 in Review

CWA Asset Management Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 14% in Q2 2026, selling an estimated $138K and leaving 6,407 shares worth $881K. The position accounts for 0.03% of the portfolio, ranked #405.

CWA Asset Management Group first reported a position in IVW in Q3 2018 and has held it in 24 quarters since. The position peaked at $1.02M in Q4 2024. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • CWA Asset Management Group held 6,407 shares of iShares S&P 500 Growth ETF worth $881K as of Q2 2026.
  • CWA Asset Management Group sold 1,044 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $138K.
  • iShares S&P 500 Growth ETF made up 0.03% of CWA Asset Management Group's portfolio in Q2 2026, its #405 holding.
  • CWA Asset Management Group first reported a position in iShares S&P 500 Growth ETF in Q3 2018 and has held it in 24 quarters since.
  • CWA Asset Management Group's iShares S&P 500 Growth ETF position peaked at $1.02M in Q4 2024.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.