Almanack Investment Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Almanack Investment Partners’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	$4.71M	Buy	+34,233	New	+$4.52M	0.6%	31
2025 Q1	–	Sell	-4,497	Closed	-$457K	–	172
2024 Q4	$457K	Sell	4,497 -981	-18%	-$97.9K	0.07%	115
2024 Q3	$524K	Buy	5,478 +85	+2%	+$7.85K	0.08%	109
2024 Q2	$499K	Sell	5,393 -549	-9%	-$47.3K	0.08%	106
2024 Q1	$502K	Sell	5,942 -485	-8%	-$39K	0.09%	103
2023 Q4	$483K	Sell	6,427 -1,288	-17%	-$91.7K	0.09%	95
2023 Q3	$528K	Buy	7,715 +1,189	+18%	+$84.1K	0.1%	84
2023 Q2	$460K	Sell	6,526 -337	-5%	-$22.3K	0.08%	97
2023 Q1	$438K	Sell	6,863 -603	-8%	-$36.9K	0.09%	95
2022 Q4	$437K	Sell	7,466 -7,428	-50%	-$446K	0.09%	92
2022 Q3	$862K	Buy	14,894 +5,952	+67%	+$387K	0.17%	57
2022 Q2	$540K	Buy	8,942 +168	+2%	+$11.1K	0.05%	218
2022 Q1	$670K	Sell	8,774 -866	-9%	-$65.1K	0.06%	211
2021 Q4	$807K	Buy	9,640 +2,557	+36%	+$206K	0.07%	180
2021 Q3	$524K	Buy	+7,083	New	+$540K	0.05%	251
2019 Q3	–	Sell	-2,976	Closed	-$133K	–	267
2019 Q2	$133K	Buy	+2,976	New	+$131K	0.03%	229
2018 Q2	–	Sell	-4,604	Closed	-$178K	–	162
2018 Q1	$178K	Buy	+4,604	New	+$184K	0.07%	118

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Almanack Investment Partners's IVW Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 34,233 shares worth $4.71M. The stake represents 0.6% of the portfolio and ranks #31 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in IVW as recently as Q4 2024.

Almanack Investment Partners first reported a position in IVW in Q1 2018 and has held it in 17 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Almanack Investment Partners held 34,233 shares of iShares S&P 500 Growth ETF worth $4.71M as of Q2 2026.
iShares S&P 500 Growth ETF was a new Almanack Investment Partners position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.6% of Almanack Investment Partners's portfolio in Q2 2026, its #31 holding.
Almanack Investment Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and has held it in 17 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.