CWC Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.89M Buy
35,590
+7
+0% +$924 2.17% 13
2026
Q1
$4.02M Buy
35,583
+915
+3% +$110K 1.92% 15
2025
Q4
$4.27M Buy
34,668
+228
+0.7% +$27.9K 2.06% 15
2025
Q3
$4.16M Sell
34,440
-17,015
-33% -$1.96M 2.04% 16
2025
Q2
$5.67M Buy
51,455
+6,929
+16% +$686K 2.93% 6
2025
Q1
$4.13M Buy
+44,526
New +$4.49M 2.35% 12

Other funds holding IVW

CWC Advisors's IVW Position: Q2 2026 in Review

CWC Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.02% in Q2 2026, buying an estimated $924 and bringing the position to 35,590 shares worth $4.89M. The position accounts for 2.17% of the portfolio, ranked #13.

CWC Advisors first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.67M in Q2 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • CWC Advisors held 35,590 shares of iShares S&P 500 Growth ETF worth $4.89M as of Q2 2026.
  • CWC Advisors bought 7 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $924.
  • iShares S&P 500 Growth ETF made up 2.17% of CWC Advisors's portfolio in Q2 2026, its #13 holding.
  • CWC Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • CWC Advisors's iShares S&P 500 Growth ETF position peaked at $5.67M in Q2 2025.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.