Dana Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Dana Investment Advisors’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	$565K	Buy	4,110 +397	+11%	+$52.4K	0.01%	469
2026 Q1	$420K	Buy	3,713 +16	+0.4%	+$1.92K	0.01%	481
2025 Q4	$456K	Sell	3,697 -2,182	-37%	-$267K	0.01%	473
2025 Q3	$710K	Buy	5,879 +14	+0.2%	+$1.61K	0.02%	436
2025 Q2	$646K	Hold	5,865	–	–	0.02%	431
2025 Q1	$544K	Buy	5,865 +562	+11%	+$56.7K	0.02%	438
2024 Q4	$538K	Hold	5,303	–	–	0.02%	449
2024 Q3	$508K	Sell	5,303 -10	-0.2%	-$923	0.02%	448
2024 Q2	$492K	Hold	5,313	–	–	0.02%	436
2024 Q1	$449K	Hold	5,313	–	–	0.01%	449
2023 Q4	$399K	Hold	5,313	–	–	0.02%	344
2023 Q3	$364K	Hold	5,313	–	–	0.02%	349
2023 Q2	$374K	Hold	5,313	–	–	0.02%	347
2023 Q1	$339K	Hold	5,313	–	–	0.02%	348
2022 Q4	$311K	Sell	5,313 -2,444	-32%	-$147K	0.02%	360
2022 Q3	$449K	Hold	7,757	–	–	0.03%	319
2022 Q2	$468K	Sell	7,757 -3,239	-29%	-$214K	0.02%	326
2022 Q1	$840K	Sell	10,996 -307	-3%	-$23.1K	0.04%	232
2021 Q4	$946K	Buy	11,303 +3,895	+53%	+$314K	0.04%	220
2021 Q3	$548K	Buy	7,408 +1,056	+17%	+$80.5K	0.02%	240
2021 Q2	$462K	Sell	6,352 -344	-5%	-$23.8K	0.02%	260
2021 Q1	$436K	Sell	6,696 -864	-11%	-$55.9K	0.02%	262
2020 Q4	$482K	Hold	7,560	–	–	0.02%	241
2020 Q3	$437K	Sell	7,560 -544	-7%	-$30.8K	0.02%	234
2020 Q2	$420K	Sell	8,104 -160	-2%	-$7.67K	0.02%	230
2020 Q1	$341K	Buy	+8,264	New	+$391K	0.02%	232
2019 Q3	–	Sell	-5,020	Closed	-$225K	–	272
2019 Q2	$225K	Sell	5,020 -248	-5%	-$10.9K	0.01%	270
2019 Q1	$227K	Buy	+5,268	New	+$216K	0.01%	265

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Dana Investment Advisors's IVW Position: Q2 2026 in Review

Dana Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q2 2026, buying an estimated $52.4K and bringing the position to 4,110 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #469.

Dana Investment Advisors first reported a position in IVW in Q1 2019 and has held it in 28 quarters since. The position peaked at $946K in Q4 2021. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Dana Investment Advisors held 4,110 shares of iShares S&P 500 Growth ETF worth $565K as of Q2 2026.
Dana Investment Advisors bought 397 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $52.4K.
iShares S&P 500 Growth ETF made up 0.01% of Dana Investment Advisors's portfolio in Q2 2026, its #469 holding.
Dana Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 28 quarters since.
Dana Investment Advisors's iShares S&P 500 Growth ETF position peaked at $946K in Q4 2021.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.