IVW β€” ISHARES TR S&P 500 GRWT ETF

Ownership history in CLARK FINANCIAL SERVICES GROUP INC /BD  Β·  5 quarters on record

AI Ownership Summary

CLARK FINANCIAL SERVICES GROUP INC /BD reported ISHARES TR S&P 500 GRWT ETF (IVW) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 6.99% in 2025 Q3. The latest visible filing shows IVW at 6.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IVW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLARK FINANCIAL SERVICES GROUP INC /BD's position in ISHARES TR S&P 500 GRWT ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IVW was reported at 6.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.99% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CLARK FINANCIAL SERVICES GROUP INC /BD held IVW β€” position size vs. price
% of Fund (quarterly)    IVW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 104,741 -4,280 -3.9% 6.90% $13.0M 2026-02-14 (Est.) $118.91
2025 Q3 ADDED 109,021 +30,407 +38.7% 6.99% $13.2M 2025-10-31 $124.55
2025 Q2 ADDED 78,614 +479 +0.6% 5.32% $8.7M 2025-08-12 $115.47
2025 Q1 ADDED 78,135 +39,955 +104.6% 5.03% $7.3M 2025-05-15 $102.88
2024 Q4 INITIATED 38,180 β€” β€” 2.96% $3.9M 2025-02-14 $106.06

FAQ About CLARK FINANCIAL SERVICES GROUP INC /BD and IVW

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLARK FINANCIAL SERVICES GROUP INC /BD reported owning IVW?

CLARK FINANCIAL SERVICES GROUP INC /BD reported IVW across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported IVW position in CLARK FINANCIAL SERVICES GROUP INC /BD's portfolio?

The largest reported portfolio weight for IVW was 6.99% in 2025 Q3.

What is the latest reported IVW position on this page?

The most recent filing on this page is 2025 Q4, when CLARK FINANCIAL SERVICES GROUP INC /BD reported 104,741 shares, equal to 6.90% of portfolio, with an estimated market value of $13.0M.

What does the chart on this IVW ownership page compare?

The chart compares CLARK FINANCIAL SERVICES GROUP INC /BD's quarterly IVW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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