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Hirtle Callaghan & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

Hirtle Callaghan & Co’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 		$4.12M Buy
29,947
+162
+0.5% +$21.4K 0.14% 37
2026
Q1 		$3.37M Buy
29,785
+623
+2% +$74.9K 0.12% 42
2025
Q4 		$3.59M Sell
29,162
-1,211
-4% -$148K 0.12% 37
2025
Q3 		$3.67M Sell
30,373
-757
-2% -$87.1K 0.13% 36
2025
Q2 		$3.43M Sell
31,130
-16
-0.1% -$1.58K 0.13% 38
2025
Q1 		$2.89M Sell
31,146
-1,809
-5% -$182K 0.11% 42
2024
Q4 		$3.35M Sell
32,955
-414
-1% -$41.3K 0.14% 42
2024
Q3 		$3.2M Buy
33,369
+2
+0% +$185 0.13% 43
2024
Q2 		$3.09M Sell
33,367
-171
-0.5% -$14.7K 0.13% 41
2024
Q1 		$2.83M Sell
33,538
-5,648
-14% -$454K 0.12% 44
2023
Q4 		$2.94M Buy
39,186
+402
+1% +$28.6K 0.13% 40
2023
Q3 		$2.65M Sell
38,784
-47,473
-55% -$3.36M 0.13% 42
2023
Q2 		$6.08M Buy
86,257
+12,221
+17% +$808K 0.29% 34
2023
Q1 		$4.73M Buy
74,036
+2,775
+4% +$170K 0.24% 34
2022
Q4 		$4.17M Buy
71,261
+2,240
+3% +$135K 0.26% 36
2022
Q3 		$3.99M Buy
69,021
+1,919
+3% +$125K 0.29% 32
2022
Q2 		$4.05M Hold
67,102
– – 0.24% 32
2022
Q1 		$5.13M Hold
67,102
– – 0.25% 31
2021
Q4 		$5.61M Buy
67,102
+43,870
+189% +$3.53M 0.28% 23
2021
Q3 		$1.72M Hold
23,232
– – 0.1% 29
2021
Q2 		$1.69M Hold
23,232
– – 0.1% 27
2021
Q1 		$1.51M Hold
23,232
– – 0.1% 27
2020
Q4 		$1.49M Hold
23,232
– – 0.11% 26
2020
Q3 		$1.34M Hold
23,232
– – 0.1% 26
2020
Q2 		$1.21M Hold
23,232
– – 0.07% 29
2020
Q1 		$959K Hold
23,232
– – 0.08% 25
2019
Q4 		$1.13M Hold
23,232
– – 0.09% 21
2019
Q3 		$1.05M Buy
23,232
+5,776
+33% +$261K 0.08% 21
2019
Q2 		$782K Hold
17,456
– – 0.06% 26
2019
Q1 		$752K Hold
17,456
– – 0.06% 23
2018
Q4 		$658K Buy
+17,456
New +$706K 0.06% 49

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Hirtle Callaghan & Co's IVW Position: Q2 2026 in Review

Hirtle Callaghan & Co increased its iShares S&P 500 Growth ETF (IVW) stake by 0.54% in Q2 2026, buying an estimated $21.4K and bringing the position to 29,947 shares worth $4.12M. The position accounts for 0.14% of the portfolio, ranked #37.

Hirtle Callaghan & Co first reported a position in IVW in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.08M in Q2 2023. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Hirtle Callaghan & Co held 29,947 shares of iShares S&P 500 Growth ETF worth $4.12M as of Q2 2026.
  • Hirtle Callaghan & Co bought 162 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $21.4K.
  • iShares S&P 500 Growth ETF made up 0.14% of Hirtle Callaghan & Co's portfolio in Q2 2026, its #37 holding.
  • Hirtle Callaghan & Co first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Hirtle Callaghan & Co's iShares S&P 500 Growth ETF position peaked at $6.08M in Q2 2023.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.