Eagle Strategies
IVW icon

Eagle Strategies’s iShares S&P 500 Growth ETF IVW Stock Holding History

Eagle Strategies’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
Q3 		$2.18M Sell
15,340
-1,037
-6% -$144K 0.21% 95
2026
Q2 		$2.25M Buy
16,377
+161
+1% +$21.3K 0.22% 90
2026
Q1 		$1.83M Buy
16,216
+668
+4% +$80.3K 0.22% 94
2025
Q4 		$1.92M Hold
15,548
– – 0.24% 81
2025
Q3 		$1.88M Buy
15,548
+1
+0% +$115 0.25% 82
2025
Q2 		$1.71M Buy
15,547
+161
+1% +$15.9K 0.26% 79
2025
Q1 		$1.43M Buy
15,386
+426
+3% +$42.9K 0.25% 85
2024
Q4 		$1.52M Sell
14,960
-9
-0.1% -$898 0.26% 76
2024
Q3 		$1.43M Hold
14,969
– – 0.26% 80
2024
Q2 		$1.39M Sell
14,969
-44,147
-75% -$3.81M 0.26% 79
2024
Q1 		$4.99M Buy
59,116
+44,809
+313% +$3.6M 1.11% 19
2023
Q4 		$1.07M Sell
14,307
-9
-0.1% -$641 0.23% 84
2023
Q3 		$980K Hold
14,316
– – 0.24% 85
2023
Q2 		$1.01M Buy
14,316
+1,028
+8% +$68K 0.25% 83
2023
Q1 		$849K Sell
13,288
-1,638
-11% -$100K 0.21% 84
2022
Q4 		$873K Buy
+14,926
New +$896K 0.26% 77
2022
Q3 		– Sell
-14,912
Closed -$900K – 125
2022
Q2 		$900K Hold
14,912
– – 0.33% 63
2022
Q1 		$1.14M Hold
14,912
– – 0.45% 50
2021
Q4 		$1.25M Buy
+14,912
New +$1.2M 0.49% 50

Other funds holding IVW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Eagle Strategies's IVW Position: Q3 2026 in Review

Eagle Strategies reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.3% in Q3 2026, selling an estimated $144K and leaving 15,340 shares worth $2.18M. The position accounts for 0.21% of the portfolio, ranked #95.

Eagle Strategies first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.99M in Q1 2024. 1,591 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Eagle Strategies held 15,340 shares of iShares S&P 500 Growth ETF worth $2.18M as of Q3 2026.
  • Eagle Strategies sold 1,037 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $144K.
  • iShares S&P 500 Growth ETF made up 0.21% of Eagle Strategies's portfolio in Q3 2026, its #95 holding.
  • Eagle Strategies first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Eagle Strategies's iShares S&P 500 Growth ETF position peaked at $4.99M in Q1 2024.
  • 1,591 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.