Advisory Services Network’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
Q1 | $18M | Buy |
158,894
+6,767
| +4% | +$814K | 0.24% | 71 |
|
|
2025
Q4 | $18.8M | Buy |
152,127
+11,224
| +8% | +$1.37M | 0.27% | 69 |
|
|
2025
Q3 | $17M | Buy |
140,903
+1,442
| +1% | +$166K | 0.25% | 71 |
|
|
2025
Q2 | $15.9M | Sell |
139,461
-115,034
| -45% | -$11.4M | 0.26% | 67 |
|
|
2025
Q1 | $23.6M | Buy |
254,495
+3,099
| +1% | +$312K | 0.45% | 33 |
|
|
2024
Q4 | $25.5M | Buy |
251,396
+23,678
| +10% | +$2.36M | 0.48% | 31 |
|
|
2024
Q3 | $21.1M | Hold |
227,718
| – | – | 0.44% | 35 |
|
|
2024
Q2 | $21.1M | Buy |
227,718
+36,457
| +19% | +$3.14M | 0.44% | 35 |
|
|
2024
Q1 | $16.2M | Buy |
191,261
+23,340
| +14% | +$1.88M | 0.36% | 47 |
|
|
2023
Q4 | $12.6M | Buy |
167,921
+72,733
| +76% | +$5.18M | 0.31% | 61 |
|
|
2023
Q3 | $6.51M | Buy |
95,188
+12,522
| +15% | +$886K | 0.17% | 127 |
|
|
2023
Q2 | $5.83M | Buy |
82,666
+8,385
| +11% | +$554K | 0.16% | 146 |
|
|
2023
Q1 | $4.75M | Sell |
74,281
-6,442
| -8% | -$394K | 0.13% | 188 |
|
|
2022
Q4 | $4.72M | Sell |
80,723
-2,986
| -4% | -$179K | 0.14% | 167 |
|
|
2022
Q3 | $4.84M | Sell |
83,709
-3,050
| -4% | -$198K | 0.17% | 140 |
|
|
2022
Q2 | $5.24M | Sell |
86,759
-80,719
| -48% | -$5.34M | 0.18% | 133 |
|
|
2022
Q1 | $12.8M | Sell |
167,478
-153,953
| -48% | -$11.6M | 0.38% | 40 |
|
|
2021
Q4 | $26.9M | Buy |
321,431
+32,384
| +11% | +$2.61M | 0.77% | 12 |
|
|
2021
Q3 | $21.4M | Sell |
289,047
-1,793
| -0.6% | -$137K | 0.68% | 12 |
|
|
2021
Q2 | $21.2M | Buy |
290,840
+12,736
| +5% | +$882K | 0.67% | 11 |
|
|
2021
Q1 | $18.1M | Sell |
278,104
-39,952
| -13% | -$2.58M | 0.67% | 12 |
|
|
2020
Q4 | $20.3M | Sell |
318,056
-7,004
| -2% | -$425K | 0.81% | 11 |
|
|
2020
Q3 | $18.8M | Buy |
325,060
+63,632
| +24% | +$3.6M | 0.88% | 9 |
|
|
2020
Q2 | $13.6M | Buy |
261,428
+87,568
| +50% | +$4.2M | 0.74% | 13 |
|
|
2020
Q1 | $7.17M | Sell |
173,860
-57,072
| -25% | -$2.7M | 0.47% | 30 |
|
|
2019
Q4 | $11.2M | Buy |
230,932
+81,288
| +54% | +$3.77M | 0.59% | 17 |
|
|
2019
Q3 | $6.71M | Hold |
149,644
| – | – | 0.41% | 44 |
|
|
2019
Q2 | $6.71M | Sell |
149,644
-14,556
| -9% | -$640K | 0.41% | 44 |
|
|
2019
Q1 | $7.08M | Sell |
164,200
-90,804
| -36% | -$3.72M | 0.5% | 33 |
|
|
2018
Q4 | $9.61M | Buy |
255,004
+79,412
| +45% | +$3.21M | 0.84% | 9 |
|
|
2018
Q3 | $7.78M | Buy |
175,592
+9,268
| +6% | +$398K | 0.57% | 20 |
|
|
2018
Q2 | $7.11M | Buy |
166,324
+51,760
| +45% | +$2.08M | 0.54% | 20 |
|
|
2018
Q1 | $4.44M | Buy |
114,564
+45,064
| +65% | +$1.8M | 0.35% | 50 |
|
|
2017
Q4 | $2.65M | Sell |
69,500
-2,788
| -4% | -$104K | 0.23% | 99 |
|
|
2017
Q3 | $2.59M | Sell |
72,288
-37,564
| -34% | -$1.32M | 0.3% | 71 |
|
|
2017
Q2 | $3.76M | Sell |
109,852
-9,440
| -8% | -$320K | 0.49% | 29 |
|
|
2017
Q1 | $3.92M | Buy |
+119,292
| New | +$3.83M | 0.57% | 23 |
|
|
2016
Q3 | $3.56M | Buy |
116,980
+49,956
| +75% | +$1.51M | 0.67% | 19 |
|
|
2016
Q2 | $1.95M | Sell |
67,024
-2,584
| -4% | -$75K | 0.44% | 40 |
|
|
2016
Q1 | $2.02M | Buy |
69,608
+50,616
| +267% | +$1.39M | 0.55% | 32 |
|
|
2015
Q4 | $550K | Buy |
18,992
+5,664
| +42% | +$165K | 0.18% | 145 |
|
|
2015
Q3 | $359K | Sell |
13,328
-2,028
| -13% | -$57.6K | 0.11% | 192 |
|
|
2015
Q2 | $440K | Sell |
15,356
-25,356
| -62% | -$735K | 0.13% | 177 |
|
|
2015
Q1 | $1.16M | Sell |
40,712
-64,828
| -61% | -$1.84M | 0.32% | 57 |
|
|
2014
Q4 | $2.92M | Buy |
105,540
+7,728
| +8% | +$211K | 0.91% | 17 |
|
|
2014
Q3 | $2.61M | Buy |
97,812
+1,452
| +2% | +$38.7K | 0.96% | 18 |
|
|
2014
Q2 | $2.53M | Sell |
96,360
-3,248
| -3% | -$82.4K | 1.07% | 20 |
|
|
2014
Q1 | $2.49M | Sell |
99,608
-108
| -0.1% | -$2.67K | 1.28% | 15 |
|
|
2013
Q4 | $2.46M | Buy |
99,716
+160
| +0.2% | +$3.77K | 1.24% | 12 |
|
|
2013
Q3 | $2.22M | Sell |
99,556
-12,396
| -11% | -$274K | 1.91% | 15 |
|
|
2013
Q2 | $2.42M | Buy |
+111,952
| New | +$2.37M | 1.97% | 17 |
|
Other funds holding IVW
Advisory Services Network's IVW Position: Q1 2026 in Review
Advisory Services Network increased its iShares S&P 500 Growth ETF (IVW) stake by 4.4% in Q1 2026, buying an estimated $814K and bringing the position to 158,894 shares worth $18M. The position accounts for 0.24% of the portfolio, ranked #71.
Advisory Services Network first reported a position in IVW in Q2 2013 and has held it in 51 quarters since. The position peaked at $26.9M in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Advisory Services Network held 158,894 shares of iShares S&P 500 Growth ETF worth $18M as of Q1 2026.
- Advisory Services Network bought 6,767 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $814K.
- iShares S&P 500 Growth ETF made up 0.24% of Advisory Services Network's portfolio in Q1 2026, its #71 holding.
- Advisory Services Network first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 51 quarters since.
- Advisory Services Network's iShares S&P 500 Growth ETF position peaked at $26.9M in Q4 2021.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.