PAYDEN & RYGEL INVESTMENT GROUP IVW — ISHARES S&P 500 GROWTH ETF

Ownership history in PAYDEN & RYGEL INVESTMENT GROUP  ·  3 quarters on record

AI Ownership Summary

PAYDEN & RYGEL INVESTMENT GROUP reported ISHARES S&P 500 GROWTH ETF (IVW) in 3 quarterly 13F filings from 2024 Q2 through 2024 Q2. Peak portfolio weight reached 0.1% in 2024 Q2. The latest visible filing shows IVW at 0.10% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PAYDEN & RYGEL INVESTMENT GROUP's position in ISHARES S&P 500 GROWTH 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
2024 Q2

IVW was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2024 Q2

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.

IVW stock page PAYDEN & RYGEL INVESTMENT GROUP fund profile PAYDEN & RYGEL INVESTMENT GROUP full holdings
How PAYDEN & RYGEL INVESTMENT GROUP held IVW — position size vs. price
% of Fund (quarterly)    IVW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 REDUCED 94.0% +3.6% ❌ 13,306 -208,969 -94.0% 0.10% $1.2M 2024-08-14 (Est.) $89.76
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVW

As of 2026 Q3 — sorted by position size

First Citizens Financial Corp 3Y 1.19% Woodward Financial Advisors, Inc. 1.05% First Financial Bank - Trust Division 3Y 7Y 1.0% BURKETT FINANCIAL SERVICES, LLC 0.64% Montecito Bank & Trust 3Y 7Y 0.54% Versant Capital Management, Inc 3Y 7Y 0.17% Advus Financial Partners, LLC 0.15% Roxbury Financial LLC 0.06% Noble Wealth Management PBC 0.05% Stonebridge Financial Group, LLC 0.03%

FAQ About PAYDEN & RYGEL INVESTMENT GROUP and IVW

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

How long has PAYDEN & RYGEL INVESTMENT GROUP reported owning IVW?

PAYDEN & RYGEL INVESTMENT GROUP reported IVW across 1 quarterly 13F filings, from 2024 Q2 through 2024 Q2.

What was the largest reported IVW position in PAYDEN & RYGEL INVESTMENT GROUP's portfolio?

The largest reported portfolio weight for IVW was 0.10% in 2024 Q2.

What is the latest reported IVW position on this page?

The most recent filing on this page is 2024 Q2, when PAYDEN & RYGEL INVESTMENT GROUP reported 13,306 shares, equal to 0.10% of portfolio, with an estimated market value of $1.2M.

What does the chart on this IVW ownership page compare?

The chart compares PAYDEN & RYGEL INVESTMENT GROUP'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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