Klingenstein Fields & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

Klingenstein Fields & 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	$243K	Buy	+1,765	New	+$233K	0.01%	178
2026 Q1	–	Sell	-1,765	Closed	-$218K	–	196
2025 Q4	$218K	Hold	1,765	–	–	0.01%	179
2025 Q3	$213K	Sell	1,765 -1,355	-43%	-$156K	0.01%	187
2025 Q2	$344K	Hold	3,120	–	–	0.01%	138
2025 Q1	$290K	Hold	3,120	–	–	0.01%	151
2024 Q4	$317K	Hold	3,120	–	–	0.01%	141
2024 Q3	$299K	Hold	3,120	–	–	0.01%	151
2024 Q2	$289K	Buy	+3,120	New	+$269K	0.01%	145

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Klingenstein Fields & Co's IVW Position: Q2 2026 in Review

Klingenstein Fields & Co opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,765 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #178 among its holdings. This is a return to the name: Klingenstein Fields & Co previously reported a position in IVW as recently as Q4 2025.

Klingenstein Fields & Co first reported a position in IVW in Q2 2024 and has held it in 8 quarters since. The position peaked at $344K in Q2 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Klingenstein Fields & Co held 1,765 shares of iShares S&P 500 Growth ETF worth $243K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Klingenstein Fields & Co position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of Klingenstein Fields & Co's portfolio in Q2 2026, its #178 holding.
Klingenstein Fields & Co first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Klingenstein Fields & Co's iShares S&P 500 Growth ETF position peaked at $344K in Q2 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Klingenstein Fields & Co's 13F filing for Q2 2026, filed 5 Aug 2026.