Diversified 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
Q2
$3.03M Buy
22,049
+226
+1% +$29.8K 0.65% 29
2026
Q1
$2.47M Sell
21,823
-765
-3% -$92K 0.42% 53
2025
Q4
$2.78M Buy
+22,588
New +$2.76M 0.65% 35

Other funds holding IVW

Diversified Management's IVW Position: Q2 2026 in Review

Diversified Management increased its iShares S&P 500 Growth ETF (IVW) stake by 1% in Q2 2026, buying an estimated $29.8K and bringing the position to 22,049 shares worth $3.03M. The position accounts for 0.65% of the portfolio, ranked #29.

Diversified Management first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Diversified Management held 22,049 shares of iShares S&P 500 Growth ETF worth $3.03M as of Q2 2026.
  • Diversified Management bought 226 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $29.8K.
  • iShares S&P 500 Growth ETF made up 0.65% of Diversified Management's portfolio in Q2 2026, its #29 holding.
  • Diversified Management first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.