Accredited Investors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Accredited Investors’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	$1.33M	Sell	9,672 -2,025	-17%	-$267K	0.06%	100
2026 Q1	$1.32M	Buy	11,697 +7,059	+152%	+$849K	0.07%	89
2025 Q4	$572K	Hold	4,638	–	–	0.03%	151
2025 Q3	$560K	Hold	4,638	–	–	0.03%	140
2025 Q2	$511K	Hold	4,638	–	–	0.03%	133
2025 Q1	$431K	Sell	4,638 -48	-1%	-$4.84K	0.03%	138
2024 Q4	$476K	Sell	4,686 -48	-1%	-$4.79K	0.03%	134
2024 Q3	$453K	Hold	4,734	–	–	0.03%	137
2024 Q2	$438K	Sell	4,734 -63	-1%	-$5.43K	0.03%	132
2024 Q1	$405K	Sell	4,797 -281	-6%	-$22.6K	0.03%	139
2023 Q4	$381K	Buy	5,078 +109	+2%	+$7.76K	0.03%	137
2023 Q3	$340K	Hold	4,969	–	–	0.03%	135
2023 Q2	$350K	Sell	4,969 -344	-6%	-$22.7K	0.03%	131
2023 Q1	$339K	Hold	5,313	–	–	0.03%	134
2022 Q4	$311K	Sell	5,313 -2,240	-30%	-$135K	0.03%	137
2022 Q3	$437K	Buy	7,553 +151	+2%	+$9.81K	0.05%	103
2022 Q2	$447K	Buy	7,402 +132	+2%	+$8.74K	0.05%	106
2022 Q1	$555K	Buy	7,270 +1,268	+21%	+$95.3K	0.05%	105
2021 Q4	$502K	Sell	6,002 -232	-4%	-$18.7K	0.04%	112
2021 Q3	$461K	Hold	6,234	–	–	0.05%	111
2021 Q2	$453K	Hold	6,234	–	–	0.05%	111
2021 Q1	$406K	Sell	6,234 -6,578	-51%	-$425K	0.05%	109
2020 Q4	$818K	Sell	12,812 -1,256	-9%	-$76.2K	0.14%	72
2020 Q3	$813K	Sell	14,068 -4,000	-22%	-$226K	0.17%	63
2020 Q2	$937K	Sell	18,068 -416	-2%	-$19.9K	0.19%	55
2020 Q1	$763K	Sell	18,484 -1,056	-5%	-$49.9K	0.18%	57
2019 Q4	$946K	Buy	19,540 +892	+5%	+$41.3K	0.16%	59
2019 Q3	$839K	Buy	18,648 +4	+0%	+$181	0.16%	62
2019 Q2	$835K	Sell	18,644 -336	-2%	-$14.8K	0.16%	59
2019 Q1	$818K	Buy	18,980 +108	+0.6%	+$4.42K	0.16%	59
2018 Q4	$711K	Sell	18,872 -288	-2%	-$11.7K	0.16%	58
2018 Q3	$849K	Hold	19,160	–	–	0.21%	44
2018 Q2	$779K	Hold	19,160	–	–	0.2%	43
2018 Q1	$743K	Sell	19,160 -36	-0.2%	-$1.44K	0.2%	43
2017 Q4	$733K	Buy	19,196 +924	+5%	+$34.5K	0.2%	44
2017 Q3	$655K	Sell	18,272 -116	-0.6%	-$4.09K	0.18%	51
2017 Q2	$629K	Sell	18,388 -208	-1%	-$7.05K	0.16%	44
2017 Q1	$611K	Buy	18,596 +208	+1%	+$6.67K	0.15%	52
2016 Q4	$560K	Buy	18,388 +16	+0.1%	+$483	0.15%	53
2016 Q3	$559K	Hold	18,372	–	–	0.15%	50
2016 Q2	$535K	Sell	18,372 -104	-0.6%	-$3.02K	0.15%	53
2016 Q1	$535K	Sell	18,476 -100	-0.5%	-$2.75K	0.14%	52
2015 Q4	$538K	Hold	18,576	–	–	0.13%	52
2015 Q3	$501K	Sell	18,576 -244	-1%	-$6.94K	0.13%	47
2015 Q2	$536K	Sell	18,820 -156	-0.8%	-$4.52K	0.14%	40
2015 Q1	$541K	Sell	18,976 -40	-0.2%	-$1.14K	0.14%	40
2014 Q4	$531K	Sell	19,016 -1,304	-6%	-$35.6K	0.16%	41
2014 Q3	$543K	Buy	20,320 +1,460	+8%	+$38.9K	0.16%	37
2014 Q2	$496K	Sell	18,860 -5,004	-21%	-$127K	0.16%	36
2014 Q1	$596K	Sell	23,864 -24	-0.1%	-$593	0.2%	31
2013 Q4	$590K	Sell	23,888 -492	-2%	-$11.6K	0.21%	29
2013 Q3	$545K	Buy	24,380 +100	+0.4%	+$2.21K	0.2%	27
2013 Q2	$510K	Buy	+24,280	New	+$515K	0.2%	30

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Accredited Investors's IVW Position: Q2 2026 in Review

Accredited Investors reduced its iShares S&P 500 Growth ETF (IVW) stake by 17% in Q2 2026, selling an estimated $267K and leaving 9,672 shares worth $1.33M. The position accounts for 0.06% of the portfolio, ranked #100.

Accredited Investors first reported a position in IVW in Q2 2013 and has held it in 53 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Accredited Investors held 9,672 shares of iShares S&P 500 Growth ETF worth $1.33M as of Q2 2026.
Accredited Investors sold 2,025 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $267K.
iShares S&P 500 Growth ETF made up 0.06% of Accredited Investors's portfolio in Q2 2026, its #100 holding.
Accredited Investors first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 53 quarters since.
1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.