Detalus Advisors’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
$34.8M Buy
253,147
+4,272
+2% +$564K 6.79% 2
2026
Q1
$28.2M Buy
248,875
+12,542
+5% +$1.51M 6.43% 2
2025
Q4
$29.1M Buy
236,333
+9,613
+4% +$1.18M 7.1% 2
2025
Q3
$27.4M Sell
226,720
-5,347
-2% -$615K 7.09% 2
2025
Q2
$25.6M Sell
232,067
-7,850
-3% -$777K 7.41% 2
2025
Q1
$22.3M Buy
239,917
+27
+0% +$2.72K 6.99% 2
2024
Q4
$24.4M Sell
239,890
-1,411
-0.6% -$141K 8.02% 2
2024
Q3
$23.1M Sell
241,301
-16,796
-7% -$1.55M 7.68% 2
2024
Q2
$23.9M Buy
258,097
+54,094
+27% +$4.66M 8.19% 2
2024
Q1
$17.2M Buy
204,003
+23,550
+13% +$1.89M 6.14% 3
2023
Q4
$13.6M Buy
180,453
+4,212
+2% +$300K 5.42% 3
2023
Q3
$12.1M Buy
176,241
+144,309
+452% +$10.2M 5.65% 2
2023
Q2
$2.25M Buy
+31,932
New +$2.11M 1.01% 20

Other funds holding IVW

Detalus Advisors's IVW Position: Q2 2026 in Review

Detalus Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 1.7% in Q2 2026, buying an estimated $564K and bringing the position to 253,147 shares worth $34.8M. The position accounts for 6.79% of the portfolio, ranked #2.

Detalus Advisors first reported a position in IVW in Q2 2023 and has held it in 13 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Detalus Advisors held 253,147 shares of iShares S&P 500 Growth ETF worth $34.8M as of Q2 2026.
  • Detalus Advisors bought 4,272 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $564K.
  • iShares S&P 500 Growth ETF made up 6.79% of Detalus Advisors's portfolio in Q2 2026, its #2 holding.
  • Detalus Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.