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

Schoolcraft Capital’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	$247K	Hold	2,185	–	–	0.05%	62
2025 Q4	$269K	Hold	2,185	–	–	0.05%	62
2025 Q3	$264K	Hold	2,185	–	–	0.05%	61
2025 Q2	$241K	Sell	2,185 -1,594	-42%	-$158K	0.05%	63
2025 Q1	$351K	Sell	3,779 -191	-5%	-$19.3K	0.07%	59
2024 Q4	$403K	Hold	3,970	–	–	0.08%	55
2024 Q3	$380K	Sell	3,970 -621	-14%	-$57.3K	0.08%	57
2024 Q2	$425K	Sell	4,591 -221	-5%	-$19.1K	0.09%	50
2024 Q1	$406K	Buy	4,812 +221	+5%	+$17.8K	0.1%	47
2023 Q4	$345K	Hold	4,591	–	–	0.09%	50
2023 Q3	$314K	Sell	4,591 -49	-1%	-$3.47K	0.09%	55
2023 Q2	$327K	Hold	4,640	–	–	0.09%	53
2023 Q1	$296K	Hold	4,640	–	–	0.09%	51
2022 Q4	$271K	Hold	4,640	–	–	0.08%	50
2022 Q3	$268K	Hold	4,640	–	–	0.09%	49
2022 Q2	$280K	Sell	4,640 -336	-7%	-$22.2K	0.09%	44
2022 Q1	$380K	Hold	4,976	–	–	0.12%	41
2021 Q4	$416K	Hold	4,976	–	–	0.13%	38
2021 Q3	$368K	Hold	4,976	–	–	0.12%	39
2021 Q2	$362K	Hold	4,976	–	–	0.13%	41
2021 Q1	$324K	Buy	+4,976	New	+$322K	0.13%	41
2020 Q1	–	Sell	-14,276	Closed	-$691K	–	64
2019 Q4	$691K	Buy	14,276 +88	+0.6%	+$4.08K	0.35%	31
2019 Q3	$639K	Buy	+14,188	New	+$642K	0.37%	30

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

Schoolcraft Capital's IVW Position: Q1 2026 in Review

Schoolcraft Capital held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 2,185 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #62.

Schoolcraft Capital first reported a position in IVW in Q3 2019 and has held it in 23 quarters since. The position peaked at $691K in Q4 2019. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Schoolcraft Capital held 2,185 shares of iShares S&P 500 Growth ETF worth $247K as of Q1 2026.
Schoolcraft Capital left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.05% of Schoolcraft Capital's portfolio in Q1 2026, its #62 holding.
Schoolcraft Capital first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and has held it in 23 quarters since.
Schoolcraft Capital's iShares S&P 500 Growth ETF position peaked at $691K in Q4 2019.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Schoolcraft Capital's 13F filing for Q1 2026, filed 13 May 2026.