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Dumont & Blake Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Dumont & Blake Investment 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 		$6.9M Sell
50,187
-574
-1% -$75.8K 1.55% 13
2026
Q1 		$5.74M Sell
50,761
-1,907
-4% -$229K 1.44% 13
2025
Q4 		$6.49M Sell
52,668
-1,492
-3% -$183K 1.56% 11
2025
Q3 		$6.54M Sell
54,160
-468
-0.9% -$53.8K 1.59% 10
2025
Q2 		$6.01M Sell
54,628
-396
-0.7% -$39.2K 1.57% 11
2025
Q1 		$5.11M Sell
55,024
-224
-0.4% -$22.6K 1.43% 11
2024
Q4 		$5.61M Sell
55,248
-1,318
-2% -$131K 1.51% 11
2024
Q3 		$5.42M Sell
56,566
-58,052
-51% -$5.36M 1.44% 11
2024
Q2 		$10.6M Buy
114,618
+57,852
+102% +$4.99M 1.5% 11
2024
Q1 		$4.79M Sell
56,766
-37
-0.1% -$2.97K 1.38% 12
2023
Q4 		$4.27M Sell
56,803
-443
-0.8% -$31.5K 1.32% 13
2023
Q3 		$3.92M Buy
57,246
+445
+0.8% +$31.5K 1.32% 13
2023
Q2 		$4M Buy
56,801
+246
+0.4% +$16.3K 1.3% 13
2023
Q1 		$3.61M Sell
56,555
-711
-1% -$43.5K 1.22% 13
2022
Q4 		$3.35M Sell
57,266
-605
-1% -$36.3K 1.19% 14
2022
Q3 		$3.35M Sell
57,871
-419
-0.7% -$27.2K 1.25% 13
2022
Q2 		$3.52M Sell
58,290
-108
-0.2% -$7.15K 1.15% 15
2022
Q1 		$4.46M Sell
58,398
-14,368
-20% -$1.08M 1.22% 15
2021
Q4 		$6.09M Buy
72,766
+522
+0.7% +$42.1K 1.59% 11
2021
Q3 		$5.34M Buy
72,244
+302
+0.4% +$23K 1.53% 12
2021
Q2 		$5.23M Buy
71,942
+1,027
+1% +$71.1K 1.49% 12
2021
Q1 		$4.62M Buy
70,915
+2,011
+3% +$130K 1.42% 13
2020
Q4 		$4.4M Buy
68,904
+1,240
+2% +$75.2K 1.5% 12
2020
Q3 		$3.91M Buy
67,664
+1,900
+3% +$108K 1.49% 13
2020
Q2 		$3.41M Buy
65,764
+2,244
+4% +$108K 1.43% 14
2020
Q1 		$2.62M Sell
63,520
-1,072
-2% -$50.7K 1.34% 16
2019
Q4 		$3.13M Buy
64,592
+1,128
+2% +$52.3K 1.23% 17
2019
Q3 		$2.86M Sell
63,464
-10,480
-14% -$474K 1.2% 17
2019
Q2 		$3.31M Buy
73,944
+1,704
+2% +$74.9K 1.38% 14
2019
Q1 		$3.11M Sell
72,240
-1,484
-2% -$60.8K 1.32% 15
2018
Q4 		$2.78M Sell
73,724
-5,212
-7% -$211K 1.3% 17
2018
Q3 		$3.5M Buy
78,936
+3,108
+4% +$134K 1.36% 16
2018
Q2 		$3.08M Buy
75,828
+3,676
+5% +$148K 1.29% 17
2018
Q1 		$2.8M Buy
72,152
+1,188
+2% +$47.4K 1.19% 19
2017
Q4 		$2.71M Sell
70,964
-100
-0.1% -$3.74K 1.1% 20
2017
Q3 		$2.55M Buy
71,064
+960
+1% +$33.8K 1.09% 22
2017
Q2 		$2.4M Buy
70,104
+800
+1% +$27.1K 1.06% 22
2017
Q1 		$2.28M Buy
69,304
+760
+1% +$24.4K 1.03% 23
2016
Q4 		$2.09M Buy
68,544
+196
+0.3% +$5.92K 0.98% 25
2016
Q3 		$2.08M Sell
68,348
-1,480
-2% -$44.9K 1.02% 23
2016
Q2 		$2.04M Buy
69,828
+1,080
+2% +$31.3K 1.02% 24
2016
Q1 		$1.99M Sell
68,748
-940
-1% -$25.9K 1.03% 24
2015
Q4 		$2.02M Buy
69,688
+3,440
+5% +$100K 1.03% 23
2015
Q3 		$1.78M Sell
66,248
-1,000
-1% -$28.4K 0.96% 27
2015
Q2 		$1.91M Buy
67,248
+4,700
+8% +$136K 0.94% 30
2015
Q1 		$1.78M Buy
62,548
+2,240
+4% +$63.6K 0.86% 33
2014
Q4 		$1.68M Buy
60,308
+1,540
+3% +$42.1K 0.83% 38
2014
Q3 		$1.57M Buy
58,768
+2,160
+4% +$57.6K 0.81% 40
2014
Q2 		$1.49M Buy
56,608
+164
+0.3% +$4.16K 0.75% 44
2014
Q1 		$1.41M Buy
56,444
+5,500
+11% +$136K 0.73% 49
2013
Q4 		$1.26M Sell
50,944
-5,812
-10% -$137K 0.65% 58
2013
Q3 		$1.27M Buy
56,756
+796
+1% +$17.6K 0.6% 63
2013
Q2 		$1.18M Buy
+55,960
New +$1.19M 0.71% 54

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

Dumont & Blake Investment Advisors's IVW Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.1% in Q2 2026, selling an estimated $75.8K and leaving 50,187 shares worth $6.9M. The position accounts for 1.55% of the portfolio, ranked #13.

Dumont & Blake Investment Advisors first reported a position in IVW in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.6M in Q2 2024. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Dumont & Blake Investment Advisors held 50,187 shares of iShares S&P 500 Growth ETF worth $6.9M as of Q2 2026.
  • Dumont & Blake Investment Advisors sold 574 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $75.8K.
  • iShares S&P 500 Growth ETF made up 1.55% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • Dumont & Blake Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Dumont & Blake Investment Advisors's iShares S&P 500 Growth ETF position peaked at $10.6M in Q2 2024.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.