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

CWS Financial Advisors’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	$635K	Sell	5,610 -115	-2%	-$13.8K	0.16%	79
2025 Q4	$706K	Buy	5,725 +2	+0%	+$245	0.19%	71
2025 Q3	$691K	Buy	5,723 +2	+0%	+$230	0.19%	64
2025 Q2	$630K	Buy	5,721 +3	+0.1%	+$297	0.18%	65
2025 Q1	$531K	Buy	5,718 +2	+0%	+$202	0.17%	73
2024 Q4	$580K	Buy	5,716 +3	+0.1%	+$299	0.19%	57
2024 Q3	$547K	Buy	5,713 +3	+0.1%	+$277	0.19%	59
2024 Q2	$528K	Buy	5,710 +746	+15%	+$64.3K	0.21%	52
2024 Q1	$419K	Sell	4,964 -1,029	-17%	-$82.7K	0.17%	67
2023 Q4	$450K	Sell	5,993 -1,024	-15%	-$72.9K	0.17%	90
2023 Q3	$480K	Hold	7,017	–	–	0.19%	82
2023 Q2	$495K	Hold	7,017	–	–	0.19%	85
2023 Q1	$448K	Buy	7,017 +845	+14%	+$51.7K	0.18%	92
2022 Q4	$402K	Buy	6,172 +185	+3%	+$11.1K	0.17%	89
2022 Q3	$346K	Hold	5,987	–	–	0.17%	101
2022 Q2	$361K	Hold	5,987	–	–	0.17%	100
2022 Q1	$457K	Hold	5,987	–	–	0.17%	88
2021 Q4	$501K	Buy	+5,987	New	+$482K	0.18%	85
2021 Q2	$435K	Sell	5,987 -185	-3%	-$12.8K	0.17%	88
2021 Q1	$402K	Hold	6,172	–	–	0.17%	89
2020 Q4	$394K	Hold	6,172	–	–	0.23%	83
2020 Q3	$357K	Sell	6,172 -188	-3%	-$10.6K	0.24%	82
2020 Q2	$330K	Sell	6,360 -1,268	-17%	-$60.8K	0.24%	90
2020 Q1	$369K	Hold	7,628	–	–	0.27%	80
2019 Q4	$369K	Buy	+7,628	New	+$354K	0.27%	81

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CWS Financial Advisors's IVW Position: Q1 2026 in Review

CWS Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 2% in Q1 2026, selling an estimated $13.8K and leaving 5,610 shares worth $635K. The position accounts for 0.16% of the portfolio, ranked #79.

CWS Financial Advisors first reported a position in IVW in Q4 2019 and has held it in 25 quarters since. The position peaked at $706K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

CWS Financial Advisors held 5,610 shares of iShares S&P 500 Growth ETF worth $635K as of Q1 2026.
CWS Financial Advisors sold 115 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $13.8K.
iShares S&P 500 Growth ETF made up 0.16% of CWS Financial Advisors's portfolio in Q1 2026, its #79 holding.
CWS Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 25 quarters since.
CWS Financial Advisors's iShares S&P 500 Growth ETF position peaked at $706K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.