Daybright Advisory Services’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
$1.46M Buy
10,827
+8
+0.1% +$1.06K 0.35% 45
2026
Q1
$1.22M Sell
10,819
-825
-7% -$99.2K 0.34% 47
2025
Q4
$1.44M Buy
+11,644
New +$1.43M 0.38% 45

Other funds holding IVW

Daybright Advisory Services's IVW Position: Q2 2026 in Review

Daybright Advisory Services increased its iShares S&P 500 Growth ETF (IVW) stake by 0.07% in Q2 2026, buying an estimated $1.06K and bringing the position to 10,827 shares worth $1.46M. The position accounts for 0.35% of the portfolio, ranked #45.

Daybright Advisory Services first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Daybright Advisory Services held 10,827 shares of iShares S&P 500 Growth ETF worth $1.46M as of Q2 2026.
  • Daybright Advisory Services bought 8 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.06K.
  • iShares S&P 500 Growth ETF made up 0.35% of Daybright Advisory Services's portfolio in Q2 2026, its #45 holding.
  • Daybright Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Daybright Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.