Advisornet Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.56M | Sell |
11,366
-1,537
| -12% | -$203K | 0.07% | 207 |
|
|
2026
Q1 | $1.46M | Sell |
12,903
-160
| -1% | -$19.2K | 0.08% | 206 |
|
|
2025
Q4 | $1.61M | Sell |
13,063
-20
| -0.2% | -$2.45K | 0.09% | 200 |
|
|
2025
Q3 | $1.58M | Sell |
13,083
-1,013
| -7% | -$117K | 0.09% | 191 |
|
|
2025
Q2 | $1.55M | Sell |
14,096
-325
| -2% | -$32.2K | 0.1% | 190 |
|
|
2025
Q1 | $1.34M | Buy |
14,421
+1,192
| +9% | +$120K | 0.1% | 201 |
|
|
2024
Q4 | $1.34M | Sell |
13,229
-61,832
| -82% | -$6.17M | 0.11% | 179 |
|
|
2024
Q3 | $7.19M | Sell |
75,061
-5,571
| -7% | -$514K | 0.54% | 35 |
|
|
2024
Q2 | $7.46M | Buy |
80,632
+42,657
| +112% | +$3.68M | 0.68% | 29 |
|
|
2024
Q1 | $3.21M | Sell |
37,975
-26,420
| -41% | -$2.12M | 0.31% | 78 |
|
|
2023
Q4 | $4.84M | Sell |
64,395
-34,497
| -35% | -$2.46M | 0.45% | 49 |
|
|
2023
Q3 | $6.77M | Sell |
98,892
-6,697
| -6% | -$474K | 0.61% | 36 |
|
|
2023
Q2 | $7.44M | Buy |
105,589
+633
| +0.6% | +$41.8K | 0.64% | 33 |
|
|
2023
Q1 | $6.71M | Buy |
104,956
+1,449
| +1% | +$88.6K | 0.61% | 36 |
|
|
2022
Q4 | $6.06M | Buy |
103,507
+5,435
| +6% | +$326K | 0.6% | 41 |
|
|
2022
Q3 | $5.67M | Buy |
98,072
+2,246
| +2% | +$146K | 0.57% | 39 |
|
|
2022
Q2 | $5.78M | Sell |
95,826
-284
| -0.3% | -$18.8K | 0.57% | 38 |
|
|
2022
Q1 | $7.34M | Buy |
96,110
+7,633
| +9% | +$573K | 0.46% | 47 |
|
|
2021
Q4 | $7.4M | Buy |
88,477
+525
| +0.6% | +$42.3K | 0.46% | 48 |
|
|
2021
Q3 | $6.5M | Sell |
87,952
-2,987
| -3% | -$228K | 0.45% | 48 |
|
|
2021
Q2 | $6.61M | Buy |
90,939
+1,825
| +2% | +$126K | 0.44% | 50 |
|
|
2021
Q1 | $5.8M | Buy |
89,114
+1,339
| +2% | +$86.6K | 0.41% | 56 |
|
|
2020
Q4 | $5.6M | Sell |
87,775
-34,645
| -28% | -$2.1M | 0.45% | 46 |
|
|
2020
Q3 | $7.07M | Buy |
122,420
+2,336
| +2% | +$132K | 0.61% | 30 |
|
|
2020
Q2 | $6.23M | Sell |
120,084
-28,744
| -19% | -$1.38M | 0.5% | 42 |
|
|
2020
Q1 | $6.14M | Buy |
148,828
+15,680
| +12% | +$741K | 0.57% | 40 |
|
|
2019
Q4 | $6.45M | Buy |
133,148
+10,484
| +9% | +$486K | 0.55% | 38 |
|
|
2019
Q3 | $5.52M | Buy |
122,664
+13,484
| +12% | +$610K | 0.51% | 41 |
|
|
2019
Q2 | $4.89M | Buy |
109,180
+24,716
| +29% | +$1.09M | 0.54% | 36 |
|
|
2019
Q1 | $3.64M | Buy |
84,464
+20,008
| +31% | +$820K | 0.44% | 44 |
|
|
2018
Q4 | $2.43M | Buy |
64,456
+21,092
| +49% | +$854K | 0.34% | 62 |
|
|
2018
Q3 | $1.92M | Buy |
43,364
+41,752
| +2,590% | +$1.79M | 0.24% | 93 |
|
|
2018
Q2 | $66K | Hold |
1,612
| – | – | 0.01% | 639 |
|
|
2018
Q1 | $62K | Sell |
1,612
-1,096
| -40% | -$43.7K | 0.01% | 648 |
|
|
2017
Q4 | $103K | Buy |
+2,708
| New | +$101K | 0.02% | 476 |
|
Other funds holding IVW
PAS
HWM
Advisornet Financial's IVW Position: Q2 2026 in Review
Advisornet Financial reduced its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q2 2026, selling an estimated $203K and leaving 11,366 shares worth $1.56M. The position accounts for 0.07% of the portfolio, ranked #207.
Advisornet Financial first reported a position in IVW in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.46M in Q2 2024. 1,413 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Advisornet Financial held 11,366 shares of iShares S&P 500 Growth ETF worth $1.56M as of Q2 2026.
- Advisornet Financial sold 1,537 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $203K.
- iShares S&P 500 Growth ETF made up 0.07% of Advisornet Financial's portfolio in Q2 2026, its #207 holding.
- Advisornet Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's iShares S&P 500 Growth ETF position peaked at $7.46M in Q2 2024.
- 1,413 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.