Eagle Rock Investment Company’s iShares S&P 500 Growth ETF IVW Stock Holding History

Eagle Rock Investment Company’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	$578K	Hold	4,200	–	–	0.07%	112
2026 Q1	$475K	Hold	4,200	–	–	0.07%	118
2025 Q4	$518K	Hold	4,200	–	–	0.07%	118
2025 Q3	$507K	Hold	4,200	–	–	0.07%	120
2025 Q2	$462K	Sell	4,200 -29	-0.7%	-$2.87K	0.07%	117
2025 Q1	$393K	Hold	4,229	–	–	0.07%	121
2024 Q4	$429K	Hold	4,229	–	–	0.07%	118
2024 Q3	$405K	Sell	4,229 -22	-0.5%	-$2.03K	0.07%	122
2024 Q2	$393K	Hold	4,251	–	–	0.07%	115
2024 Q1	$359K	Buy	4,251 +51	+1%	+$4.1K	0.07%	118
2023 Q4	$315K	Hold	4,200	–	–	0.06%	117
2023 Q3	$287K	Hold	4,200	–	–	0.07%	112
2023 Q2	$301K	Hold	4,200	–	–	0.06%	114
2023 Q1	$268K	Hold	4,200	–	–	0.06%	113
2022 Q4	$251K	Hold	4,200	–	–	0.06%	122
2022 Q3	$243K	Hold	4,200	–	–	0.06%	111
2022 Q2	$253K	Buy	+4,200	New	+$278K	0.06%	111

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Eagle Rock Investment Company's IVW Position: Q2 2026 in Review

Eagle Rock Investment Company held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 4,200 shares worth $578K. The position accounts for 0.07% of the portfolio, ranked #112.

Eagle Rock Investment Company first reported a position in IVW in Q2 2022 and has held it in 17 quarters since. 857 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Eagle Rock Investment Company held 4,200 shares of iShares S&P 500 Growth ETF worth $578K as of Q2 2026.
Eagle Rock Investment Company left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.07% of Eagle Rock Investment Company's portfolio in Q2 2026, its #112 holding.
Eagle Rock Investment Company first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 17 quarters since.
857 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.