Manchester Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Manchester Capital Management’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	$1.65M	Sell	14,574 -2,918	-17%	-$351K	0.24%	65
2025 Q4	$2.16M	Hold	17,492	–	–	0.29%	52
2025 Q3	$2.11M	Sell	17,492 -564	-3%	-$64.9K	0.29%	54
2025 Q2	$1.99M	Sell	18,056 -873	-5%	-$86.4K	0.26%	60
2025 Q1	$1.76M	Sell	18,929 -282	-1%	-$28.4K	0.22%	74
2024 Q4	$1.95M	Sell	19,211 -1,210	-6%	-$121K	0.23%	70
2024 Q3	$1.96M	Sell	20,421 -32	-0.2%	-$2.95K	0.23%	65
2024 Q2	$1.89M	Sell	20,453 -1,726	-8%	-$149K	0.23%	64
2024 Q1	$1.87M	Sell	22,179 -1,460	-6%	-$117K	0.23%	64
2023 Q4	$1.78M	Hold	23,639	–	–	0.24%	64
2023 Q3	$1.62M	Buy	23,639 +1,532	+7%	+$108K	0.24%	63
2023 Q2	$1.56M	Sell	22,107 -2,908	-12%	-$192K	0.21%	72
2023 Q1	$1.6M	Hold	25,015	–	–	0.21%	71
2022 Q4	$1.46M	Hold	25,015	–	–	0.22%	68
2022 Q3	$1.45M	Sell	25,015 -5,573	-18%	-$362K	0.25%	58
2022 Q2	$1.85M	Hold	30,588	–	–	0.32%	47
2022 Q1	$2.34M	Sell	30,588 -915	-3%	-$68.7K	0.34%	42
2021 Q4	$2.64M	Sell	31,503 -403	-1%	-$32.5K	0.35%	38
2021 Q3	$2.36M	Sell	31,906 -450	-1%	-$34.3K	0.32%	40
2021 Q2	$2.35M	Sell	32,356 -34	-0.1%	-$2.35K	0.32%	40
2021 Q1	$2.11M	Sell	32,390 -670	-2%	-$43.3K	0.31%	46
2020 Q4	$2.11M	Hold	33,060	–	–	0.33%	43
2020 Q3	$1.91M	Hold	33,060	–	–	0.3%	47
2020 Q2	$1.72M	Sell	33,060 -48	-0.1%	-$2.3K	0.24%	50
2020 Q1	$1.37M	Sell	33,108 -280	-0.8%	-$13.2K	0.22%	53
2019 Q4	$1.62M	Hold	33,388	–	–	0.18%	62
2019 Q3	$1.5M	Sell	33,388 -800	-2%	-$36.2K	0.18%	62
2019 Q2	$1.53M	Sell	34,188 -808	-2%	-$35.5K	0.2%	59
2019 Q1	$1.51M	Buy	34,996 +32	+0.1%	+$1.31K	0.19%	54
2018 Q4	$1.42M	Hold	34,964	–	–	0.22%	48
2018 Q3	$1.55M	Hold	34,964	–	–	0.22%	46
2018 Q2	$1.42M	Sell	34,964 -5,116	-13%	-$205K	0.22%	48
2018 Q1	$1.55M	Sell	40,080 -3,860	-9%	-$154K	0.25%	37
2017 Q4	$1.68M	Sell	43,940 -880	-2%	-$32.9K	0.25%	35
2017 Q3	$1.61M	Sell	44,820 -520	-1%	-$18.3K	0.25%	33
2017 Q2	$1.55M	Sell	45,340 -716	-2%	-$24.3K	0.25%	37
2017 Q1	$1.51M	Sell	46,056 -23,560	-34%	-$756K	0.24%	38
2016 Q4	$2.12M	Sell	69,616 -3,400	-5%	-$103K	0.32%	27
2016 Q3	$2.22M	Sell	73,016 -19,100	-21%	-$579K	0.33%	31
2016 Q2	$2.69M	Sell	92,116 -5,576	-6%	-$162K	0.38%	28
2016 Q1	$2.83M	Buy	97,692 +240	+0.2%	+$6.6K	0.39%	26
2015 Q4	$2.82M	Buy	97,452 +2,532	+3%	+$73.6K	0.4%	27
2015 Q3	$2.56M	Buy	94,920 +4,656	+5%	+$132K	0.43%	19
2015 Q2	$2.57M	Sell	90,264 -1,456	-2%	-$42.2K	0.41%	20
2015 Q1	$2.61M	Hold	91,720	–	–	0.41%	21
2014 Q4	$2.56M	Buy	91,720 +6,272	+7%	+$171K	0.32%	27
2014 Q3	$2.28M	Buy	85,448 +9,940	+13%	+$265K	0.3%	27
2014 Q2	$1.99M	Buy	75,508 +20,940	+38%	+$531K	0.26%	39
2014 Q1	$1.36M	Buy	54,568 +4,460	+9%	+$110K	0.22%	49
2013 Q4	$1.24M	Buy	50,108 +148	+0.3%	+$3.49K	0.19%	57
2013 Q3	$1.12M	Buy	49,960 +1,600	+3%	+$35.3K	0.19%	54
2013 Q2	$1.02M	Buy	+48,360	New	+$1.03M	0.19%	54

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

Manchester Capital Management's IVW Position: Q1 2026 in Review

Manchester Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 17% in Q1 2026, selling an estimated $351K and leaving 14,574 shares worth $1.65M. The position accounts for 0.24% of the portfolio, ranked #65.

Manchester Capital Management first reported a position in IVW in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.83M in Q1 2016. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Manchester Capital Management held 14,574 shares of iShares S&P 500 Growth ETF worth $1.65M as of Q1 2026.
Manchester Capital Management sold 2,918 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $351K.
iShares S&P 500 Growth ETF made up 0.24% of Manchester Capital Management's portfolio in Q1 2026, its #65 holding.
Manchester Capital Management first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 52 quarters since.
Manchester Capital Management's iShares S&P 500 Growth ETF position peaked at $2.83M in Q1 2016.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.