Avantax Planning Partners’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 | $24.8M | Sell |
179,987
-7,288
| -4% | -$962K | 0.62% | 27 |
|
|
2026
Q1 | $21.2M | Buy |
187,275
+1,189
| +0.6% | +$143K | 0.58% | 28 |
|
|
2025
Q4 | $22.9M | Sell |
186,086
-4,063
| -2% | -$497K | 0.64% | 25 |
|
|
2025
Q3 | $23M | Sell |
190,149
-6,205
| -3% | -$714K | 0.66% | 25 |
|
|
2025
Q2 | $21.6M | Buy |
196,354
+31,347
| +19% | +$3.1M | 0.69% | 24 |
|
|
2025
Q1 | $15.3M | Buy |
165,007
+31,235
| +23% | +$3.15M | 0.54% | 32 |
|
|
2024
Q4 | $13.6M | Sell |
133,772
-1,856
| -1% | -$185K | 0.49% | 32 |
|
|
2024
Q3 | $13M | Sell |
135,628
-17,365
| -11% | -$1.6M | 0.47% | 33 |
|
|
2024
Q2 | $14.2M | Sell |
152,993
-4,240
| -3% | -$366K | 0.46% | 35 |
|
|
2024
Q1 | $13.3M | Sell |
157,233
-27,295
| -15% | -$2.19M | 0.43% | 36 |
|
|
2023
Q4 | $13.9M | Sell |
184,528
-4,283
| -2% | -$305K | 0.53% | 29 |
|
|
2023
Q3 | $12.9M | Sell |
188,811
-294
| -0.2% | -$20.8K | 0.54% | 29 |
|
|
2023
Q2 | $13.3M | Sell |
189,105
-498
| -0.3% | -$32.9K | 0.53% | 30 |
|
|
2023
Q1 | $12.1M | Sell |
189,603
-8,272
| -4% | -$506K | 0.49% | 31 |
|
|
2022
Q4 | $11.6M | Sell |
197,875
-253,782
| -56% | -$15.2M | 0.46% | 32 |
|
|
2022
Q3 | $26.1M | Buy |
451,657
+94,525
| +26% | +$6.14M | 1.18% | 14 |
|
|
2022
Q2 | $21.6M | Buy |
357,132
+153,928
| +76% | +$10.2M | 0.92% | 16 |
|
|
2022
Q1 | $15.5M | Buy |
203,204
+56,286
| +38% | +$4.23M | 0.62% | 18 |
|
|
2021
Q4 | $12.3M | Buy |
146,918
+2,154
| +1% | +$174K | 0.51% | 21 |
|
|
2021
Q3 | $10.7M | Sell |
144,764
-722
| -0.5% | -$55K | 0.49% | 20 |
|
|
2021
Q2 | $10.6M | Sell |
145,486
-798
| -0.5% | -$55.2K | 0.5% | 18 |
|
|
2021
Q1 | $9.53M | Buy |
146,284
+264
| +0.2% | +$17.1K | 0.49% | 17 |
|
|
2020
Q4 | $9.32M | Buy |
146,020
+7,188
| +5% | +$436K | 0.48% | 15 |
|
|
2020
Q3 | $8.02M | Sell |
138,832
-5,932
| -4% | -$336K | 0.42% | 17 |
|
|
2020
Q2 | $7.51M | Sell |
144,764
-10,944
| -7% | -$525K | 0.42% | 17 |
|
|
2020
Q1 | $6.42M | Sell |
155,708
-10,512
| -6% | -$497K | 0.45% | 14 |
|
|
2019
Q4 | $8.05M | Sell |
166,220
-1,956
| -1% | -$90.7K | 0.47% | 12 |
|
|
2019
Q3 | $7.57M | Buy |
168,176
+52
| +0% | +$2.35K | 0.46% | 13 |
|
|
2019
Q2 | $7.65M | Buy |
168,124
+6,932
| +4% | +$305K | 0.49% | 14 |
|
|
2019
Q1 | $6.95M | Sell |
161,192
-3,340
| -2% | -$137K | 0.48% | 15 |
|
|
2018
Q4 | $6.2M | Buy |
164,532
+50,388
| +44% | +$2.04M | 0.47% | 19 |
|
|
2018
Q3 | $5.06M | Sell |
114,144
-968
| -0.8% | -$41.6K | 0.4% | 17 |
|
|
2018
Q2 | $4.68M | Sell |
115,112
-960
| -0.8% | -$38.6K | 0.42% | 16 |
|
|
2018
Q1 | $4.5M | Sell |
116,072
-2,760
| -2% | -$110K | 0.39% | 20 |
|
|
2017
Q4 | $4.54M | Sell |
118,832
-37,984
| -24% | -$1.42M | 0.42% | 19 |
|
|
2017
Q3 | $5.62M | Sell |
156,816
-33,984
| -18% | -$1.2M | 0.44% | 19 |
|
|
2017
Q2 | $6.53M | Buy |
190,800
+716
| +0.4% | +$24.3K | 0.55% | 14 |
|
|
2017
Q1 | $6.25M | Sell |
190,084
-7,500
| -4% | -$241K | 0.56% | 14 |
|
|
2016
Q4 | $6.02M | Buy |
+197,584
| New | +$5.97M | 0.64% | 10 |
|
Other funds holding IVW
Avantax Planning Partners's IVW Position: Q2 2026 in Review
Avantax Planning Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.9% in Q2 2026, selling an estimated $962K and leaving 179,987 shares worth $24.8M. The position accounts for 0.62% of the portfolio, ranked #27.
Avantax Planning Partners first reported a position in IVW in Q4 2016 and has held it in 39 quarters since. The position peaked at $26.1M in Q3 2022. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Avantax Planning Partners held 179,987 shares of iShares S&P 500 Growth ETF worth $24.8M as of Q2 2026.
- Avantax Planning Partners sold 7,288 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $962K.
- iShares S&P 500 Growth ETF made up 0.62% of Avantax Planning Partners's portfolio in Q2 2026, its #27 holding.
- Avantax Planning Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 39 quarters since.
- Avantax Planning Partners's iShares S&P 500 Growth ETF position peaked at $26.1M in Q3 2022.
- 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.