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Dynamic Advisor Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

Dynamic Advisor Solutions’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 		$1.71M Sell
12,457
-1,037
-8% -$137K 0.05% 369
2026
Q1 		$1.53M Buy
13,494
+1,363
+11% +$164K 0.05% 373
2025
Q4 		$1.5M Buy
12,131
+2,055
+20% +$252K 0.05% 362
2025
Q3 		$1.22M Buy
10,076
+100
+1% +$11.5K 0.04% 421
2025
Q2 		$1.1M Sell
9,976
-89
-0.9% -$8.81K 0.03% 433
2025
Q1 		$934K Sell
10,065
-928
-8% -$93.6K 0.03% 438
2024
Q4 		$1.12M Sell
10,993
-5,636
-34% -$562K 0.05% 297
2024
Q3 		$1.59M Sell
16,629
-471
-3% -$43.5K 0.05% 339
2024
Q2 		$1.58M Sell
17,100
-136
-0.8% -$11.7K 0.05% 347
2024
Q1 		$1.46M Buy
17,236
+1,126
+7% +$90.5K 0.05% 359
2023
Q4 		$1.18M Buy
16,110
+2,163
+16% +$154K 0.04% 383
2023
Q3 		$954K Buy
13,947
+5,125
+58% +$363K 0.05% 366
2023
Q2 		$622K Sell
8,822
-73
-0.8% -$4.83K 0.03% 443
2023
Q1 		$568K Sell
8,895
-5,644
-39% -$345K 0.03% 442
2022
Q4 		$851K Sell
14,539
-1,019
-7% -$61.2K 0.06% 308
2022
Q3 		$900K Sell
15,558
-146
-0.9% -$9.49K 0.07% 270
2022
Q2 		$948K Sell
15,704
-2,496
-14% -$165K 0.07% 256
2022
Q1 		$1.39M Buy
18,200
+5,201
+40% +$391K 0.1% 215
2021
Q4 		$1.09M Sell
12,999
-2,757
-17% -$222K 0.08% 260
2021
Q3 		$1.17M Sell
15,756
-160
-1% -$12.2K 0.09% 258
2021
Q2 		$1.16M Sell
15,916
-2,426
-13% -$168K 0.09% 252
2021
Q1 		$1.19M Buy
18,342
+648
+4% +$41.9K 0.11% 220
2020
Q4 		$1.13M Sell
17,694
-6,374
-26% -$386K 0.11% 219
2020
Q3 		$1.39M Buy
24,068
+456
+2% +$25.8K 0.16% 161
2020
Q2 		$1.23M Buy
23,612
+104
+0.4% +$4.99K 0.17% 154
2020
Q1 		$970K Sell
23,508
-1,156
-5% -$54.7K 0.18% 153
2019
Q4 		$1.19M Sell
24,664
-152
-0.6% -$7.05K 0.16% 161
2019
Q3 		$1.12M Buy
24,816
+132
+0.5% +$5.97K 0.17% 147
2019
Q2 		$1.11M Buy
24,684
+7,488
+44% +$329K 0.18% 147
2019
Q1 		$741K Sell
17,196
-2,420
-12% -$99.2K 0.14% 173
2018
Q4 		$781K Buy
19,616
+7,700
+65% +$312K 0.17% 146
2018
Q3 		$528K Sell
11,916
-18,204
-60% -$782K 0.11% 213
2018
Q2 		$1.23M Buy
30,120
+4,252
+16% +$171K 0.28% 108
2018
Q1 		$1M Buy
25,868
+13,440
+108% +$536K 0.26% 115
2017
Q4 		$475K Buy
12,428
+84
+0.7% +$3.14K 0.16% 156
2017
Q3 		$443K Buy
12,344
+888
+8% +$31.3K 0.18% 149
2017
Q2 		$392K Sell
11,456
-4,152
-27% -$141K 0.15% 156
2017
Q1 		$513K Buy
15,608
+632
+4% +$20.3K 0.2% 128
2016
Q4 		$456K Buy
14,976
+2,968
+25% +$89.7K 0.18% 141
2016
Q3 		$365K Buy
12,008
+2,028
+20% +$61.5K 0.14% 172
2016
Q2 		$291K Buy
+9,980
New +$290K 0.12% 168

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Dynamic Advisor Solutions's IVW Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.7% in Q2 2026, selling an estimated $137K and leaving 12,457 shares worth $1.71M. The position accounts for 0.05% of the portfolio, ranked #369.

Dynamic Advisor Solutions first reported a position in IVW in Q2 2016 and has held it in 41 quarters since. 476 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Dynamic Advisor Solutions held 12,457 shares of iShares S&P 500 Growth ETF worth $1.71M as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,037 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $137K.
  • iShares S&P 500 Growth ETF made up 0.05% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #369 holding.
  • Dynamic Advisor Solutions first reported a position in iShares S&P 500 Growth ETF in Q2 2016 and has held it in 41 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.