D.J. St. Germain’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
$519K Buy
3,773
+813
+27% +$107K 0.02% 223
2026
Q1
$335K Sell
2,960
-201
-6% -$24.2K 0.01% 256
2025
Q4
$390K Sell
3,161
-202
-6% -$24.7K 0.02% 238
2025
Q3
$406K Buy
3,363
+2,940
+695% +$338K 0.02% 234
2025
Q2
$46.6K Buy
423
+367
+655% +$36.3K ﹤0.01% 474
2025
Q1
$5.2K Sell
56
-181
-76% -$18.2K ﹤0.01% 634
2024
Q4
$24.1K Buy
237
+111
+88% +$11.1K ﹤0.01% 503
2024
Q3
$12.1K Sell
126
-42
-25% -$3.88K ﹤0.01% 520
2024
Q2
$15.5K Buy
168
+35
+26% +$3.02K ﹤0.01% 498
2024
Q1
$11.2K Hold
133
﹤0.01% 549
2023
Q4
$9.99K Hold
133
﹤0.01% 558
2023
Q3
$9.1K Hold
133
﹤0.01% 542
2023
Q2
$9.37K Buy
+133
New +$8.79K ﹤0.01% 542
2022
Q4
$7.78K Buy
+133
New +$7.99K ﹤0.01% 298

Other funds holding IVW

D.J. St. Germain's IVW Position: Q2 2026 in Review

D.J. St. Germain increased its iShares S&P 500 Growth ETF (IVW) stake by 27% in Q2 2026, buying an estimated $107K and bringing the position to 3,773 shares worth $519K. The position accounts for 0.02% of the portfolio, ranked #223.

D.J. St. Germain first reported a position in IVW in Q4 2022 and has held it in 14 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • D.J. St. Germain held 3,773 shares of iShares S&P 500 Growth ETF worth $519K as of Q2 2026.
  • D.J. St. Germain bought 813 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $107K.
  • iShares S&P 500 Growth ETF made up 0.02% of D.J. St. Germain's portfolio in Q2 2026, its #223 holding.
  • D.J. St. Germain first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.