Avior Wealth Management’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 | $32.9M | Buy |
239,337
+8,509
| +4% | +$1.12M | 0.87% | 27 |
|
|
2026
Q1 | $26.1M | Buy |
230,828
+9,190
| +4% | +$1.11M | 0.74% | 33 |
|
|
2025
Q4 | $27.3M | Sell |
221,638
-1,206
| -0.5% | -$148K | 0.85% | 28 |
|
|
2025
Q3 | $26.9M | Buy |
222,844
+1,182
| +0.5% | +$136K | 0.87% | 30 |
|
|
2025
Q2 | $24.4M | Buy |
221,662
+1,830
| +0.8% | +$181K | 0.84% | 32 |
|
|
2025
Q1 | $20.4M | Sell |
219,832
-840
| -0.4% | -$84.7K | 0.77% | 35 |
|
|
2024
Q4 | $22.4M | Buy |
220,672
+16,752
| +8% | +$1.67M | 0.82% | 29 |
|
|
2024
Q3 | $19.5M | Buy |
203,920
+1,442
| +0.7% | +$133K | 0.78% | 34 |
|
|
2024
Q2 | $18.7M | Buy |
202,478
+4,800
| +2% | +$414K | 0.81% | 32 |
|
|
2024
Q1 | $16.7M | Buy |
197,678
+203
| +0.1% | +$16.3K | 0.78% | 31 |
|
|
2023
Q4 | $14.8M | Sell |
197,475
-1,719
| -0.9% | -$122K | 0.9% | 26 |
|
|
2023
Q3 | $13.6M | Buy |
199,194
+3,405
| +2% | +$241K | 0.92% | 27 |
|
|
2023
Q2 | $13.8M | Buy |
195,789
+2,654
| +1% | +$175K | 0.9% | 26 |
|
|
2023
Q1 | $12.3M | Buy |
193,135
+2,161
| +1% | +$132K | 0.85% | 28 |
|
|
2022
Q4 | $11.2M | Sell |
190,974
-5,045
| -3% | -$303K | 0.84% | 27 |
|
|
2022
Q3 | $11.3M | Sell |
196,019
-1,916
| -1% | -$124K | 0.94% | 26 |
|
|
2022
Q2 | $11.9M | Sell |
197,935
-921
| -0.5% | -$61K | 1.21% | 18 |
|
|
2022
Q1 | $15.2M | Sell |
198,856
-7,137
| -3% | -$536K | 1.31% | 15 |
|
|
2021
Q4 | $17.2M | Sell |
205,993
-132,759
| -39% | -$10.7M | 1.42% | 12 |
|
|
2021
Q3 | $25M | Buy |
338,752
+257,781
| +318% | +$19.7M | 2.07% | 9 |
|
|
2021
Q2 | $5.89M | Sell |
80,971
-15,249
| -16% | -$1.06M | 0.59% | 35 |
|
|
2021
Q1 | $6.26M | Sell |
96,220
-28,940
| -23% | -$1.87M | 0.67% | 31 |
|
|
2020
Q4 | $7.99M | Sell |
125,160
-11,868
| -9% | -$720K | 0.99% | 23 |
|
|
2020
Q3 | $7.92M | Sell |
137,028
-12,428
| -8% | -$703K | 1.13% | 19 |
|
|
2020
Q2 | $7.75M | Sell |
149,456
-3,400
| -2% | -$163K | 1.21% | 16 |
|
|
2020
Q1 | $6.31M | Sell |
152,856
-35,656
| -19% | -$1.69M | 1.24% | 17 |
|
|
2019
Q4 | $9.13M | Buy |
188,512
+23,144
| +14% | +$1.07M | 1.46% | 13 |
|
|
2019
Q3 | $7.44M | Buy |
165,368
+28,688
| +21% | +$1.3M | 1.3% | 15 |
|
|
2019
Q2 | $6.13M | Buy |
136,680
+64,196
| +89% | +$2.82M | 1.1% | 19 |
|
|
2019
Q1 | $3.12M | Buy |
72,484
+5,384
| +8% | +$221K | 0.66% | 38 |
|
|
2018
Q4 | $2.53M | Sell |
67,100
-2,468
| -4% | -$99.9K | 0.61% | 42 |
|
|
2018
Q3 | $3.08M | Buy |
69,568
+1,708
| +3% | +$73.4K | 0.66% | 38 |
|
|
2018
Q2 | $2.76M | Buy |
67,860
+840
| +1% | +$33.7K | 0.62% | 41 |
|
|
2018
Q1 | $2.6M | Buy |
67,020
+11,772
| +21% | +$470K | 0.6% | 43 |
|
|
2017
Q4 | $2.11M | Buy |
55,248
+17,356
| +46% | +$648K | 0.47% | 57 |
|
|
2017
Q3 | $1.36M | Buy |
37,892
+4,980
| +15% | +$175K | 0.45% | 75 |
|
|
2017
Q2 | $1.13M | Sell |
32,912
-3,492
| -10% | -$118K | 0.46% | 75 |
|
|
2017
Q1 | $1.2M | Sell |
36,404
-424
| -1% | -$13.6K | 0.4% | 85 |
|
|
2016
Q4 | $1.12M | Buy |
36,828
+1,056
| +3% | +$31.9K | 0.42% | 88 |
|
|
2016
Q3 | $1.09M | Buy |
35,772
+3,304
| +10% | +$100K | 0.43% | 85 |
|
|
2016
Q2 | $946K | Buy |
32,468
+1,732
| +6% | +$50.3K | 0.4% | 90 |
|
|
2016
Q1 | $891K | Buy |
30,736
+3,904
| +15% | +$107K | 0.39% | 89 |
|
|
2015
Q4 | $777K | Sell |
26,832
-368
| -1% | -$10.7K | 0.42% | 79 |
|
|
2015
Q3 | $733K | Sell |
27,200
-212
| -0.8% | -$6.03K | 0.43% | 78 |
|
|
2015
Q2 | $780K | Sell |
27,412
-1,856
| -6% | -$53.8K | 0.61% | 39 |
|
|
2015
Q1 | $834K | Sell |
29,268
-472
| -2% | -$13.4K | 0.64% | 34 |
|
|
2014
Q4 | $830K | Buy |
29,740
+24
| +0.1% | +$656 | 0.66% | 33 |
|
|
2014
Q3 | $794K | Sell |
29,716
-1,252
| -4% | -$33.4K | 0.68% | 33 |
|
|
2014
Q2 | $814K | Sell |
30,968
-1,812
| -6% | -$46K | 0.68% | 35 |
|
|
2014
Q1 | $818K | Sell |
32,780
-6,676
| -17% | -$165K | 0.68% | 31 |
|
|
2013
Q4 | $974K | Buy |
+39,456
| New | +$930K | 0.92% | 27 |
|
Other funds holding IVW
Avior Wealth Management's IVW Position: Q2 2026 in Review
Avior Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 3.7% in Q2 2026, buying an estimated $1.12M and bringing the position to 239,337 shares worth $32.9M. The position accounts for 0.87% of the portfolio, ranked #27.
Avior Wealth Management first reported a position in IVW in Q4 2013 and has held it in 51 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Avior Wealth Management held 239,337 shares of iShares S&P 500 Growth ETF worth $32.9M as of Q2 2026.
- Avior Wealth Management bought 8,509 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.12M.
- iShares S&P 500 Growth ETF made up 0.87% of Avior Wealth Management's portfolio in Q2 2026, its #27 holding.
- Avior Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and has held it in 51 quarters since.
- 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.