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Arcadia Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Arcadia Investment Advisors’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 		$1.6M Sell
11,600
-371
-3% -$49K 0.67% 29
2026
Q1 		$1.35M Sell
11,971
-57
-0.5% -$6.86K 0.64% 29
2025
Q4 		$1.48M Sell
12,028
-122
-1% -$14.9K 0.69% 29
2025
Q3 		$1.47M Sell
12,150
-80
-0.7% -$9.2K 0.71% 28
2025
Q2 		$1.35M Sell
12,230
-578
-5% -$57.2K 0.7% 27
2025
Q1 		$1.19M Sell
12,808
-209
-2% -$21.1K 0.66% 27
2024
Q4 		$1.32M Hold
13,017
– – 0.72% 26
2024
Q3 		$1.25M Hold
13,017
– – 0.67% 28
2024
Q2 		$1.2M Hold
13,017
– – 0.68% 28
2024
Q1 		$1.1M Sell
13,017
-245
-2% -$19.7K 0.63% 27
2023
Q4 		$996K Hold
13,262
– – 0.6% 27
2023
Q3 		$907K Hold
13,262
– – 0.6% 28
2023
Q2 		$935K Sell
13,262
-127
-0.9% -$8.4K 0.61% 28
2023
Q1 		$855K Sell
13,389
-4,012
-23% -$245K 0.59% 26
2022
Q4 		$1.02M Sell
17,401
-1,922
-10% -$115K 0.71% 26
2022
Q3 		$1.12M Sell
19,323
-2,138
-10% -$139K 0.85% 25
2022
Q2 		$1.3M Sell
21,461
-2,412
-10% -$160K 0.95% 24
2022
Q1 		$1.82M Sell
23,873
-3,174
-12% -$238K 1.11% 22
2021
Q4 		$2.26M Sell
27,047
-916
-3% -$73.8K 1.16% 21
2021
Q3 		$2.07M Sell
27,963
-149
-0.5% -$11.4K 1.11% 24
2021
Q2 		$2.04M Sell
28,112
-1,632
-5% -$113K 1.09% 23
2021
Q1 		$1.94M Sell
29,744
-8,311
-22% -$537K 1.06% 21
2020
Q4 		$2.43M Sell
38,055
-63,485
-63% -$3.85M 1.39% 18
2020
Q3 		$5.87M Sell
101,540
-3,516
-3% -$199K 3.75% 9
2020
Q2 		$5.45M Buy
105,056
+91,452
+672% +$4.38M 3.7% 10
2020
Q1 		$561K Buy
+13,604
New +$643K 0.45% 28

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Arcadia Investment Advisors's IVW Position: Q2 2026 in Review

Arcadia Investment Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.1% in Q2 2026, selling an estimated $49K and leaving 11,600 shares worth $1.6M. The position accounts for 0.67% of the portfolio, ranked #29.

Arcadia Investment Advisors first reported a position in IVW in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.87M in Q3 2020. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Arcadia Investment Advisors held 11,600 shares of iShares S&P 500 Growth ETF worth $1.6M as of Q2 2026.
  • Arcadia Investment Advisors sold 371 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $49K.
  • iShares S&P 500 Growth ETF made up 0.67% of Arcadia Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Arcadia Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Arcadia Investment Advisors's iShares S&P 500 Growth ETF position peaked at $5.87M in Q3 2020.
  • 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.