Arvest Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History

Arvest Investments’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	$5.53M	Buy	40,238 +1,623	+4%	+$214K	0.67%	42
2026 Q1	$4.37M	Sell	38,615 -38,340	-50%	-$4.61M	0.6%	45
2025 Q4	$9.49M	Buy	+76,955	New	+$9.42M	1.33%	24
2025 Q2	–	Sell	-12,864	Closed	-$1.19M	–	178
2025 Q1	$1.19M	Sell	12,864 -49,820	-79%	-$5.02M	0.19%	111
2024 Q4	$6.36M	Sell	62,684 -4,587	-7%	-$458K	1.02%	26
2024 Q3	$6.44M	Buy	67,271 +710	+1%	+$65.5K	0.97%	28
2024 Q2	$6.16M	Sell	66,561 -539	-0.8%	-$46.5K	0.99%	26
2024 Q1	$5.67M	Sell	67,100 -1,088	-2%	-$87.4K	0.9%	28
2023 Q4	$5.12M	Buy	+68,188	New	+$4.85M	0.83%	29

Other funds holding IVW

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Arvest Investments's IVW Position: Q2 2026 in Review

Arvest Investments increased its iShares S&P 500 Growth ETF (IVW) stake by 4.2% in Q2 2026, buying an estimated $214K and bringing the position to 40,238 shares worth $5.53M. The position accounts for 0.67% of the portfolio, ranked #42.

Arvest Investments first reported a position in IVW in Q4 2023 and has held it in 9 quarters since. The position peaked at $9.49M in Q4 2025. 1,498 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Arvest Investments held 40,238 shares of iShares S&P 500 Growth ETF worth $5.53M as of Q2 2026.
Arvest Investments bought 1,623 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $214K.
iShares S&P 500 Growth ETF made up 0.67% of Arvest Investments's portfolio in Q2 2026, its #42 holding.
Arvest Investments first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 9 quarters since.
Arvest Investments's iShares S&P 500 Growth ETF position peaked at $9.49M in Q4 2025.
1,498 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.