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Droms Strauss Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Droms Strauss 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 		$31.2M Sell
226,859
-726
-0.3% -$95.9K 7.08% 3
2026
Q1 		$25.7M Sell
227,585
-2,683
-1% -$323K 6.73% 4
2025
Q4 		$28.4M Sell
230,268
-925
-0.4% -$113K 7.47% 3
2025
Q3 		$27.9M Sell
231,193
-16,861
-7% -$1.94M 8.09% 3
2025
Q2 		$27.3M Sell
248,054
-1,220
-0.5% -$121K 8.38% 3
2025
Q1 		$23.1M Buy
249,274
+995
+0.4% +$100K 7.94% 4
2024
Q4 		$25.2M Sell
248,279
-561
-0.2% -$56K 8.23% 3
2024
Q3 		$23.8M Sell
248,840
-17,407
-7% -$1.61M 8.44% 4
2024
Q2 		$24.6M Sell
266,247
-9,372
-3% -$808K 8.92% 3
2024
Q1 		$23.3M Buy
275,619
+1,674
+0.6% +$134K 8.52% 4
2023
Q4 		$20.6M Sell
273,945
-7,574
-3% -$539K 8% 4
2023
Q3 		$19.3M Buy
281,519
+683
+0.2% +$48.3K 8.29% 4
2023
Q2 		$19.8M Sell
280,836
-2,274
-0.8% -$150K 8.25% 4
2023
Q1 		$18.1M Buy
283,110
+6,382
+2% +$390K 8.16% 4
2022
Q4 		$16.2M Buy
276,728
+4,425
+2% +$266K 7.43% 5
2022
Q3 		$15.7M Buy
272,303
+22,113
+9% +$1.44M 7.8% 5
2022
Q2 		$15.1M Buy
250,190
+25,927
+12% +$1.72M 7.58% 5
2022
Q1 		$17.4M Sell
224,263
-5,098
-2% -$383K 8.76% 5
2021
Q4 		$19.2M Buy
229,361
+1,623
+0.7% +$131K 8.51% 4
2021
Q3 		$16.8M Buy
227,738
+600
+0.3% +$45.7K 8.09% 5
2021
Q2 		$16.5M Buy
227,138
+23,494
+12% +$1.63M 7.81% 5
2021
Q1 		$13.3M Sell
203,644
-492
-0.2% -$31.8K 6.51% 5
2020
Q4 		$13M Sell
204,136
-1,004
-0.5% -$60.9K 7.55% 5
2020
Q3 		$11.9M Sell
205,140
-2,716
-1% -$154K 7% 4
2020
Q2 		$10.8M Buy
207,856
+19,648
+10% +$942K 7.41% 5
2020
Q1 		$7.77M Sell
188,208
-1,408
-0.7% -$66.6K 6.46% 6
2019
Q4 		$9.18M Sell
189,616
-304
-0.2% -$14.1K 6.82% 5
2019
Q3 		$8.55M Sell
189,920
-9,244
-5% -$418K 6.88% 5
2019
Q2 		$8.92M Sell
199,164
-1,184
-0.6% -$52.1K 6.64% 5
2019
Q1 		$8.63M Sell
200,348
-2,524
-1% -$103K 6.69% 5
2018
Q4 		$7.63M Buy
+202,872
New +$8.21M 7.07% 5

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Droms Strauss Advisors's IVW Position: Q2 2026 in Review

Droms Strauss Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.32% in Q2 2026, selling an estimated $95.9K and leaving 226,859 shares worth $31.2M. The position accounts for 7.08% of the portfolio, ranked #3.

Droms Strauss Advisors first reported a position in IVW in Q4 2018 and has held it in 31 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Droms Strauss Advisors held 226,859 shares of iShares S&P 500 Growth ETF worth $31.2M as of Q2 2026.
  • Droms Strauss Advisors sold 726 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $95.9K.
  • iShares S&P 500 Growth ETF made up 7.08% of Droms Strauss Advisors's portfolio in Q2 2026, its #3 holding.
  • Droms Strauss Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Droms Strauss Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.