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Bar Harbor Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bar Harbor Wealth Management’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 		$534K Sell
3,885
-431
-10% -$56.9K 0.03% 180
2026
Q1 		$488K Sell
4,316
-924
-18% -$111K 0.03% 182
2025
Q4 		$646K Sell
5,240
-1,302
-20% -$159K 0.04% 169
2025
Q3 		$790K Sell
6,542
-158
-2% -$18.2K 0.05% 159
2025
Q2 		$738K Sell
6,700
-11
-0.2% -$1.09K 0.05% 160
2025
Q1 		$623K Sell
6,711
-376
-5% -$37.9K 0.04% 164
2024
Q4 		$720K Sell
7,087
-61
-0.9% -$6.08K 0.05% 153
2024
Q3 		$684K Sell
7,148
-576
-7% -$53.2K 0.04% 169
2024
Q2 		$715K Sell
7,724
-357
-4% -$30.8K 0.05% 163
2024
Q1 		$682K Sell
8,081
-717
-8% -$57.6K 0.05% 167
2023
Q4 		$661K Sell
8,798
-113
-1% -$8.04K 0.05% 166
2023
Q3 		$610K Sell
8,911
-603
-6% -$42.7K 0.05% 172
2023
Q2 		$671K Sell
9,514
-729
-7% -$48.2K 0.05% 169
2023
Q1 		$654K Sell
10,243
-1,000
-9% -$61.1K 0.05% 168
2022
Q4 		$658K Sell
11,243
-1,416
-11% -$85K 0.05% 169
2022
Q3 		$732K Sell
12,659
-405
-3% -$26.3K 0.06% 166
2022
Q2 		$789K Sell
13,064
-529
-4% -$35K 0.06% 167
2022
Q1 		$1.04M Sell
13,593
-11,341
-45% -$852K 0.09% 122
2021
Q4 		$2.09M Sell
24,934
-4,755
-16% -$383K 0.18% 94
2021
Q3 		$2.19M Sell
29,689
-739
-2% -$56.3K 0.21% 91
2021
Q2 		$2.21M Sell
30,428
-3,798
-11% -$263K 0.21% 89
2021
Q1 		$2.23M Sell
34,226
-2,584
-7% -$167K 0.22% 87
2020
Q4 		$2.35M Buy
36,810
+450
+1% +$27.3K 0.24% 79
2020
Q3 		$2.1M Buy
36,360
+1,860
+5% +$105K 0.23% 83
2020
Q2 		$1.79M Buy
34,500
+8,520
+33% +$408K 0.21% 88
2020
Q1 		$1.07M Sell
25,980
-200
-0.8% -$9.46K 0.14% 112
2019
Q4 		$1.27M Sell
26,180
-324
-1% -$15K 0.14% 118
2019
Q3 		$1.19M Sell
26,504
-316
-1% -$14.3K 0.14% 127
2019
Q2 		$1.2M Sell
26,820
-600
-2% -$26.4K 0.14% 126
2019
Q1 		$1.18M Sell
27,420
-800
-3% -$32.8K 0.14% 123
2018
Q4 		$1.06M Sell
28,220
-412
-1% -$16.7K 0.14% 127
2018
Q3 		$1.27M Sell
28,632
-428
-1% -$18.4K 0.14% 121
2018
Q2 		$1.18M Sell
29,060
-352
-1% -$14.1K 0.14% 126
2018
Q1 		$1.14M Sell
29,412
-300
-1% -$12K 0.14% 126
2017
Q4 		$1.14M Sell
29,712
-120
-0.4% -$4.48K 0.13% 125
2017
Q3 		$1.07M Sell
29,832
-1,744
-6% -$61.4K 0.13% 130
2017
Q2 		$1.08M Sell
31,576
-548
-2% -$18.6K 0.13% 129
2017
Q1 		$1.06M Sell
32,124
-3,620
-10% -$116K 0.12% 131
2016
Q4 		$1.09M Sell
35,744
-7,100
-17% -$214K 0.12% 139
2016
Q3 		$1.3M Sell
42,844
-1,920
-4% -$58.2K 0.15% 119
2016
Q2 		$1.3M Sell
44,764
-272
-0.6% -$7.89K 0.15% 111
2016
Q1 		$1.3M Sell
45,036
-5,480
-11% -$151K 0.16% 109
2015
Q4 		$1.46M Sell
50,516
-220
-0.4% -$6.4K 0.18% 101
2015
Q3 		$1.37M Sell
50,736
-2,488
-5% -$70.7K 0.18% 99
2015
Q2 		$1.51M Sell
53,224
-820
-2% -$23.8K 0.18% 103
2015
Q1 		$1.54M Sell
54,044
-548
-1% -$15.6K 0.19% 104
2014
Q4 		$1.52M Sell
54,592
-300
-0.5% -$8.2K 0.19% 99
2014
Q3 		$1.47M Buy
54,892
+232
+0.4% +$6.18K 0.19% 101
2014
Q2 		$1.44M Buy
54,660
+160
+0.3% +$4.06K 0.18% 99
2014
Q1 		$1.36M Sell
54,500
-320
-0.6% -$7.91K 0.17% 103
2013
Q4 		$1.35M Sell
54,820
-3,272
-6% -$77.1K 0.18% 100
2013
Q3 		$1.3M Sell
58,092
-280
-0.5% -$6.18K 0.18% 102
2013
Q2 		$1.23M Buy
+58,372
New +$1.24M 0.18% 104

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

Bar Harbor Wealth Management's IVW Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 10% in Q2 2026, selling an estimated $56.9K and leaving 3,885 shares worth $534K. The position accounts for 0.03% of the portfolio, ranked #180.

Bar Harbor Wealth Management first reported a position in IVW in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.35M in Q4 2020. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Bar Harbor Wealth Management held 3,885 shares of iShares S&P 500 Growth ETF worth $534K as of Q2 2026.
  • Bar Harbor Wealth Management sold 431 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $56.9K.
  • iShares S&P 500 Growth ETF made up 0.03% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Bar Harbor Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Bar Harbor Wealth Management's iShares S&P 500 Growth ETF position peaked at $2.35M in Q4 2020.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.