Boston Family Office’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
Q1 | $3.1M | Buy |
27,424
+25
| +0.1% | +$3.01K | 0.21% | 96 |
|
|
2025
Q4 | $3.38M | Hold |
27,399
| – | – | 0.21% | 91 |
|
|
2025
Q3 | $3.31M | Hold |
27,399
| – | – | 0.21% | 90 |
|
|
2025
Q2 | $3.02M | Hold |
27,399
| – | – | 0.2% | 94 |
|
|
2025
Q1 | $2.54M | Buy |
27,399
+435
| +2% | +$43.9K | 0.18% | 98 |
|
|
2024
Q4 | $2.74M | Buy |
26,964
+900
| +3% | +$89.8K | 0.19% | 96 |
|
|
2024
Q3 | $2.5M | Buy |
26,064
+105
| +0.4% | +$9.69K | 0.17% | 101 |
|
|
2024
Q2 | $2.4M | Buy |
25,959
+550
| +2% | +$47.4K | 0.17% | 102 |
|
|
2024
Q1 | $2.15M | Buy |
25,409
+325
| +1% | +$26.1K | 0.15% | 107 |
|
|
2023
Q4 | $1.88M | Buy |
25,084
+295
| +1% | +$21K | 0.14% | 117 |
|
|
2023
Q3 | $1.7M | Buy |
24,789
+2,880
| +13% | +$204K | 0.14% | 118 |
|
|
2023
Q2 | $1.54M | Buy |
21,909
+2,181
| +11% | +$144K | 0.12% | 122 |
|
|
2023
Q1 | $1.26M | Hold |
19,728
| – | – | 0.1% | 137 |
|
|
2022
Q4 | $1.15M | Hold |
19,728
| – | – | 0.1% | 144 |
|
|
2022
Q3 | $1.14M | Hold |
19,728
| – | – | 0.1% | 140 |
|
|
2022
Q2 | $1.19M | Hold |
19,728
| – | – | 0.1% | 136 |
|
|
2022
Q1 | $1.51M | Hold |
19,728
| – | – | 0.11% | 128 |
|
|
2021
Q4 | $1.65M | Hold |
19,728
| – | – | 0.11% | 130 |
|
|
2021
Q3 | $1.46M | Hold |
19,728
| – | – | 0.11% | 133 |
|
|
2021
Q2 | $1.44M | Hold |
19,728
| – | – | 0.1% | 141 |
|
|
2021
Q1 | $1.28M | Hold |
19,728
| – | – | 0.1% | 143 |
|
|
2020
Q4 | $1.26M | Hold |
19,728
| – | – | 0.1% | 144 |
|
|
2020
Q3 | $1.14M | Sell |
19,728
-1,328
| -6% | -$75.2K | 0.1% | 135 |
|
|
2020
Q2 | $1.09M | Hold |
21,056
| – | – | 0.11% | 137 |
|
|
2020
Q1 | $869K | Buy |
21,056
+1,328
| +7% | +$62.8K | 0.1% | 141 |
|
|
2019
Q4 | $955K | Hold |
19,728
| – | – | 0.09% | 149 |
|
|
2019
Q3 | $888K | Hold |
19,728
| – | – | 0.09% | 154 |
|
|
2019
Q2 | $884K | Hold |
19,728
| – | – | 0.09% | 153 |
|
|
2019
Q1 | $850K | Hold |
19,728
| – | – | 0.09% | 155 |
|
|
2018
Q4 | $743K | Hold |
19,728
| – | – | 0.09% | 157 |
|
|
2018
Q3 | $874K | Hold |
19,728
| – | – | 0.09% | 155 |
|
|
2018
Q2 | $802K | Hold |
19,728
| – | – | 0.09% | 159 |
|
|
2018
Q1 | $765K | Hold |
19,728
| – | – | 0.09% | 162 |
|
|
2017
Q4 | $753K | Hold |
19,728
| – | – | 0.08% | 168 |
|
|
2017
Q3 | $707K | Hold |
19,728
| – | – | 0.08% | 172 |
|
|
2017
Q2 | $675K | Buy |
+19,728
| New | +$669K | 0.08% | 172 |
|
|
2013
Q4 | – | Sell |
-10,600
| Closed | -$237K | – | 255 |
|
|
2013
Q3 | $237K | Hold |
10,600
| – | – | 0.03% | 239 |
|
|
2013
Q2 | $223K | Buy |
+10,600
| New | +$225K | 0.03% | 241 |
|
Other funds holding IVW
Boston Family Office's IVW Position: Q1 2026 in Review
Boston Family Office increased its iShares S&P 500 Growth ETF (IVW) stake by 0.09% in Q1 2026, buying an estimated $3.01K and bringing the position to 27,424 shares worth $3.1M. The position accounts for 0.21% of the portfolio, ranked #96.
Boston Family Office first reported a position in IVW in Q2 2013 and has held it in 38 quarters since. The position peaked at $3.38M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Boston Family Office held 27,424 shares of iShares S&P 500 Growth ETF worth $3.1M as of Q1 2026.
- Boston Family Office bought 25 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $3.01K.
- iShares S&P 500 Growth ETF made up 0.21% of Boston Family Office's portfolio in Q1 2026, its #96 holding.
- Boston Family Office first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 38 quarters since.
- Boston Family Office's iShares S&P 500 Growth ETF position peaked at $3.38M in Q4 2025.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.