Dimension Capital Management’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 | $734K | Hold |
6,490
| – | – | 0.1% | 64 |
|
|
2025
Q4 | $800K | Hold |
6,490
| – | – | 0.11% | 66 |
|
|
2025
Q3 | $783K | Hold |
6,490
| – | – | 0.11% | 67 |
|
|
2025
Q2 | $715K | Hold |
6,490
| – | – | 0.11% | 69 |
|
|
2025
Q1 | $602K | Hold |
6,490
| – | – | 0.11% | 65 |
|
|
2024
Q4 | $659K | Sell |
6,490
-3,450
| -35% | -$344K | 0.11% | 55 |
|
|
2024
Q3 | $952K | Sell |
9,940
-265
| -3% | -$24.5K | 0.18% | 48 |
|
|
2024
Q2 | $944K | Hold |
10,205
| – | – | 0.19% | 45 |
|
|
2024
Q1 | $862K | Hold |
10,205
| – | – | 0.17% | 48 |
|
|
2023
Q4 | $766K | Sell |
10,205
-3,440
| -25% | -$245K | 0.16% | 47 |
|
|
2023
Q3 | $934K | Sell |
13,645
-708
| -5% | -$50.1K | 0.22% | 33 |
|
|
2023
Q2 | $1.01M | Sell |
14,353
-315
| -2% | -$20.8K | 0.22% | 37 |
|
|
2023
Q1 | $937K | Hold |
14,668
| – | – | 0.21% | 40 |
|
|
2022
Q4 | $858K | Hold |
14,668
| – | – | 0.2% | 41 |
|
|
2022
Q3 | $849K | Hold |
14,668
| – | – | 0.21% | 42 |
|
|
2022
Q2 | $885K | Hold |
14,668
| – | – | 0.2% | 43 |
|
|
2022
Q1 | $1.12M | Hold |
14,668
| – | – | 0.21% | 44 |
|
|
2021
Q4 | $1.23M | Sell |
14,668
-7,375
| -33% | -$594K | 0.23% | 43 |
|
|
2021
Q3 | $1.63M | Hold |
22,043
| – | – | 0.34% | 40 |
|
|
2021
Q2 | $1.6M | Sell |
22,043
-13,304
| -38% | -$921K | 0.35% | 39 |
|
|
2021
Q1 | $2.3M | Buy |
35,347
+4,699
| +15% | +$304K | 0.54% | 24 |
|
|
2020
Q4 | $1.96M | Hold |
30,648
| – | – | 0.56% | 26 |
|
|
2020
Q3 | $1.77M | Sell |
30,648
-1,776
| -5% | -$101K | 0.55% | 27 |
|
|
2020
Q2 | $1.68M | Hold |
32,424
| – | – | 0.54% | 30 |
|
|
2020
Q1 | $1.34M | Hold |
32,424
| – | – | 0.49% | 26 |
|
|
2019
Q4 | $1.57M | Hold |
32,424
| – | – | 0.46% | 28 |
|
|
2019
Q3 | $1.46M | Hold |
32,424
| – | – | 0.5% | 26 |
|
|
2019
Q2 | $1.45M | Sell |
32,424
-5,812
| -15% | -$256K | 0.49% | 27 |
|
|
2019
Q1 | $1.65M | Hold |
38,236
| – | – | 0.7% | 25 |
|
|
2018
Q4 | $1.44M | Hold |
38,236
| – | – | 0.7% | 21 |
|
|
2018
Q3 | $1.69M | Hold |
38,236
| – | – | 0.81% | 21 |
|
|
2018
Q2 | $1.55M | Hold |
38,236
| – | – | 0.85% | 21 |
|
|
2018
Q1 | $1.48M | Sell |
38,236
-1,952
| -5% | -$77.9K | 0.83% | 19 |
|
|
2017
Q4 | $1.53M | Sell |
40,188
-5,884
| -13% | -$220K | 0.96% | 18 |
|
|
2017
Q3 | $1.65M | Hold |
46,072
| – | – | 0.52% | 19 |
|
|
2017
Q2 | $1.58M | Buy |
+46,072
| New | +$1.56M | 0.52% | 19 |
|
Other funds holding IVW
Dimension Capital Management's IVW Position: Q1 2026 in Review
Dimension Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 6,490 shares worth $734K. The position accounts for 0.1% of the portfolio, ranked #64.
Dimension Capital Management first reported a position in IVW in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.3M in Q1 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Dimension Capital Management held 6,490 shares of iShares S&P 500 Growth ETF worth $734K as of Q1 2026.
- Dimension Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
- iShares S&P 500 Growth ETF made up 0.1% of Dimension Capital Management's portfolio in Q1 2026, its #64 holding.
- Dimension Capital Management first reported a position in iShares S&P 500 Growth ETF in Q2 2017 and has held it in 36 quarters since.
- Dimension Capital Management's iShares S&P 500 Growth ETF position peaked at $2.3M in Q1 2021.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Dimension Capital Management's 13F filing for Q1 2026, filed 15 May 2026.