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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Eagle Strategies's IVW Position: Q2 2026 in Review

Eagle Strategies increased its iShares S&P 500 Growth ETF (IVW) stake by 0.99% in Q2 2026, buying an estimated $21.3K and bringing the position to 16,377 shares worth $2.25M. The position accounts for 0.22% of the portfolio, ranked #90.

Eagle Strategies first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.99M in Q1 2024. 1,179 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Eagle Strategies held 16,377 shares of iShares S&P 500 Growth ETF worth $2.25M as of Q2 2026.
Eagle Strategies bought 161 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $21.3K.
iShares S&P 500 Growth ETF made up 0.22% of Eagle Strategies's portfolio in Q2 2026, its #90 holding.
Eagle Strategies first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Eagle Strategies's iShares S&P 500 Growth ETF position peaked at $4.99M in Q1 2024.
1,179 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.