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

Ballentine 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 		$3.45M Buy
25,109
+512
+2% +$67.6K 0.04% 142
2026
Q1 		$2.78M Sell
24,597
-42
-0.2% -$5.05K 0.04% 159
2025
Q4 		$3.04M Buy
24,639
+1,084
+5% +$133K 0.04% 138
2025
Q3 		$2.84M Buy
23,555
+1,000
+4% +$115K 0.04% 151
2025
Q2 		$2.48M Sell
22,555
-787
-3% -$77.9K 0.04% 165
2025
Q1 		$2.17M Hold
23,342
– – 0.04% 174
2024
Q4 		$2.37M Buy
23,342
+118
+0.5% +$11.8K 0.04% 151
2024
Q3 		$2.22M Buy
23,224
+1,164
+5% +$107K 0.04% 158
2024
Q2 		$2.04M Sell
22,060
-447
-2% -$38.5K 0.04% 155
2024
Q1 		$1.9M Buy
22,507
+967
+4% +$77.7K 0.04% 160
2023
Q4 		$1.62M Sell
21,540
-778
-3% -$55.4K 0.03% 172
2023
Q3 		$1.53M Hold
22,318
– – 0.04% 148
2023
Q2 		$1.57M Sell
22,318
-520
-2% -$34.4K 0.04% 142
2023
Q1 		$1.46M Hold
22,838
– – 0.04% 150
2022
Q4 		$1.34M Hold
22,838
– – 0.04% 140
2022
Q3 		$1.32M Sell
22,838
-42
-0.2% -$2.73K 0.05% 127
2022
Q2 		$1.38M Sell
22,880
-221
-1% -$14.6K 0.05% 129
2022
Q1 		$1.76M Buy
23,101
+263
+1% +$19.8K 0.06% 117
2021
Q4 		$1.91M Hold
22,838
– – 0.06% 112
2021
Q3 		$1.69M Hold
22,838
– – 0.06% 110
2021
Q2 		$1.66M Hold
22,838
– – 0.06% 108
2021
Q1 		$1.49M Hold
22,838
– – 0.06% 111
2020
Q4 		$1.46M Sell
22,838
-450
-2% -$27.3K 0.06% 111
2020
Q3 		$1.34M Buy
23,288
+5,220
+29% +$295K 0.06% 109
2020
Q2 		$937K Sell
18,068
-848
-4% -$40.7K 0.04% 146
2020
Q1 		$781K Buy
18,916
+688
+4% +$32.5K 0.05% 145
2019
Q4 		$882K Hold
18,228
– – 0.04% 165
2019
Q3 		$820K Hold
18,228
– – 0.04% 164
2019
Q2 		$817K Sell
18,228
-120
-0.7% -$5.28K 0.04% 167
2019
Q1 		$791K Sell
18,348
-96
-0.5% -$3.93K 0.04% 153
2018
Q4 		$695K Sell
18,444
-2,496
-12% -$101K 0.04% 155
2018
Q3 		$927K Buy
20,940
+11,660
+126% +$501K 0.05% 138
2018
Q2 		$377K Buy
9,280
+96
+1% +$3.86K 0.02% 222
2018
Q1 		$356K Buy
9,184
+3,856
+72% +$154K 0.02% 237
2017
Q4 		$203K Hold
5,328
– – 0.01% 337
2017
Q3 		$191K Hold
5,328
– – 0.01% 359
2017
Q2 		$188K Sell
5,328
-3,856
-42% -$131K 0.01% 355
2017
Q1 		$301K Buy
9,184
+3,056
+50% +$98.1K 0.02% 176
2016
Q4 		$187K Hold
6,128
– – 0.01% 175
2016
Q3 		$186K Hold
6,128
– – 0.02% 184
2016
Q2 		$179K Hold
6,128
– – 0.02% 210
2016
Q1 		$178K Buy
+6,128
New +$169K 0.02% 208

Other funds holding IVW

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Ballentine Partners's IVW Position: Q2 2026 in Review

Ballentine Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 2.1% in Q2 2026, buying an estimated $67.6K and bringing the position to 25,109 shares worth $3.45M. The position accounts for 0.04% of the portfolio, ranked #142.

Ballentine Partners first reported a position in IVW in Q1 2016 and has held it in 42 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Ballentine Partners held 25,109 shares of iShares S&P 500 Growth ETF worth $3.45M as of Q2 2026.
  • Ballentine Partners bought 512 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $67.6K.
  • iShares S&P 500 Growth ETF made up 0.04% of Ballentine Partners's portfolio in Q2 2026, its #142 holding.
  • Ballentine Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2016 and has held it in 42 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.