DIP
IVW icon

DT Investment Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

DT Investment Partners’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 		$21.2M Sell
154,386
-1,665
-1% -$220K 1.58% 15
2026
Q1 		$17.7M Buy
156,051
+128
+0.1% +$15.4K 1.47% 20
2025
Q4 		$19.2M Hold
155,923
– – 1.59% 17
2025
Q3 		$18.8M Hold
155,923
– – 1.59% 18
2025
Q2 		$17.2M Hold
155,923
– – 1.54% 17
2025
Q1 		$14.5M Hold
155,923
– – 1.4% 17
2024
Q4 		$15.8M Sell
155,923
-36,150
-19% -$3.61M 1.34% 17
2024
Q3 		$18.4M Sell
192,073
-747
-0.4% -$69K 1.49% 18
2024
Q2 		$17.8M Hold
192,820
– – 1.58% 18
2024
Q1 		$16.3M Buy
192,820
+25,200
+15% +$2.02M 1.65% 16
2023
Q4 		$13.2M Buy
167,620
+19,200
+13% +$1.37M 1.43% 16
2023
Q3 		$10.2M Hold
148,420
– – 1.23% 21
2023
Q2 		$10.7M Hold
148,420
– – 1.22% 18
2023
Q1 		$9.62M Hold
148,420
– – 1.17% 20
2022
Q4 		$8.68M Hold
148,420
– – 1.14% 21
2022
Q3 		$8.59M Sell
148,420
-328
-0.2% -$21.3K 1.4% 17
2022
Q2 		$8.98M Buy
148,748
+1,495
+1% +$98.9K 1.33% 20
2022
Q1 		$11.2M Buy
147,253
+1,133
+0.8% +$85.1K 1.45% 20
2021
Q4 		$12.2M Hold
146,120
– – 1.59% 16
2021
Q3 		$10.8M Hold
146,120
– – 1.45% 22
2021
Q2 		$10.6M Sell
146,120
-75
-0.1% -$5.19K 1.47% 22
2021
Q1 		$9.52M Buy
146,195
+655
+0.5% +$42.3K 1.37% 22
2020
Q4 		$9.29M Hold
145,540
– – 1.48% 20
2020
Q3 		$8.41M Sell
145,540
-3,076
-2% -$174K 1.21% 20
2020
Q2 		$7.71M Hold
148,616
– – 0.96% 20
2020
Q1 		$6.13M Buy
148,616
+1,012
+0.7% +$47.9K 1% 16
2019
Q4 		$7.15M Buy
147,604
+142,540
+2,815% +$6.61M 0.66% 22
2019
Q3 		$228K Buy
+5,064
New +$229K 0.03% 69

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DT Investment Partners's IVW Position: Q2 2026 in Review

DT Investment Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.1% in Q2 2026, selling an estimated $220K and leaving 154,386 shares worth $21.2M. The position accounts for 1.58% of the portfolio, ranked #15.

DT Investment Partners first reported a position in IVW in Q3 2019 and has held it in 28 quarters since. 1,498 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • DT Investment Partners held 154,386 shares of iShares S&P 500 Growth ETF worth $21.2M as of Q2 2026.
  • DT Investment Partners sold 1,665 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $220K.
  • iShares S&P 500 Growth ETF made up 1.58% of DT Investment Partners's portfolio in Q2 2026, its #15 holding.
  • DT Investment Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,498 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.