Eaton-Cambridge’s iShares S&P 500 Growth ETF IVW Stock Holding History

Eaton-Cambridge’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	$1.34M	Hold	9,739	–	–	0.38%	20
2026 Q1	$1.1M	Hold	9,739	–	–	0.34%	19
2025 Q4	$1.2M	Hold	9,739	–	–	0.39%	17
2025 Q3	$1.18M	Hold	9,739	–	–	0.41%	18
2025 Q2	$1.07M	Hold	9,739	–	–	0.4%	17
2025 Q1	$904K	Hold	9,739	–	–	0.39%	16
2024 Q4	$989K	Hold	9,739	–	–	0.44%	14
2024 Q3	$933K	Hold	9,739	–	–	0.44%	13
2024 Q2	$901K	Sell	9,739 -485	-5%	-$41.8K	0.46%	13
2024 Q1	$863K	Hold	10,224	–	–	0.46%	13
2023 Q4	$768K	Buy	+10,224	New	+$728K	0.46%	14

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Eaton-Cambridge's IVW Position: Q2 2026 in Review

Eaton-Cambridge held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 9,739 shares worth $1.34M. The position accounts for 0.38% of the portfolio, ranked #20.

Eaton-Cambridge first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 1,316 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Eaton-Cambridge held 9,739 shares of iShares S&P 500 Growth ETF worth $1.34M as of Q2 2026.
Eaton-Cambridge left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.38% of Eaton-Cambridge's portfolio in Q2 2026, its #20 holding.
Eaton-Cambridge first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,316 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Eaton-Cambridge's 13F filing for Q2 2026, filed 23 Jul 2026.