Eldridge Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $715K | Hold |
5,200
| – | – | 0.14% | 90 |
|
|
2026
Q1 | $588K | Hold |
5,200
| – | – | 0.13% | 97 |
|
|
2025
Q4 | $641K | Hold |
5,200
| – | – | 0.14% | 91 |
|
|
2025
Q3 | $628K | Hold |
5,200
| – | – | 0.14% | 96 |
|
|
2025
Q2 | $573K | Hold |
5,200
| – | – | 0.12% | 102 |
|
|
2025
Q1 | $483K | Hold |
5,200
| – | – | 0.11% | 111 |
|
|
2024
Q4 | $528K | Sell |
5,200
-764
| -13% | -$76.2K | 0.12% | 107 |
|
|
2024
Q3 | $571K | Hold |
5,964
| – | – | 0.13% | 101 |
|
|
2024
Q2 | $552K | Hold |
5,964
| – | – | 0.14% | 97 |
|
|
2024
Q1 | $504K | Hold |
5,964
| – | – | 0.13% | 103 |
|
|
2023
Q4 | $448K | Hold |
5,964
| – | – | 0.12% | 104 |
|
|
2023
Q3 | $408K | Hold |
5,964
| – | – | 0.14% | 97 |
|
|
2023
Q2 | $420K | Hold |
5,964
| – | – | 0.14% | 94 |
|
|
2023
Q1 | $381K | Hold |
5,964
| – | – | 0.13% | 99 |
|
|
2022
Q4 | $349K | Hold |
5,964
| – | – | 0.12% | 99 |
|
|
2022
Q3 | $345K | Hold |
5,964
| – | – | 0.13% | 97 |
|
|
2022
Q2 | $360K | Hold |
5,964
| – | – | 0.14% | 91 |
|
|
2022
Q1 | $456K | Sell |
5,964
-128
| -2% | -$9.62K | 0.15% | 80 |
|
|
2021
Q4 | $510K | Hold |
6,092
| – | – | 0.17% | 76 |
|
|
2021
Q3 | $450K | Hold |
6,092
| – | – | 0.16% | 77 |
|
|
2021
Q2 | $443K | Hold |
6,092
| – | – | 0.16% | 76 |
|
|
2021
Q1 | $397K | Sell |
6,092
-704
| -10% | -$45.5K | 0.15% | 78 |
|
|
2020
Q4 | $434K | Sell |
6,796
-2,272
| -25% | -$138K | 0.18% | 65 |
|
|
2020
Q3 | $524K | Hold |
9,068
| – | – | 0.25% | 53 |
|
|
2020
Q2 | $470K | Sell |
9,068
-2,376
| -21% | -$114K | 0.23% | 58 |
|
|
2020
Q1 | $472K | Sell |
11,444
-588
| -5% | -$27.8K | 0.27% | 52 |
|
|
2019
Q4 | $582K | Hold |
12,032
| – | – | 0.28% | 55 |
|
|
2019
Q3 | $542K | Sell |
12,032
-4
| -0% | -$181 | 0.28% | 51 |
|
|
2019
Q2 | $539K | Hold |
12,036
| – | – | 0.29% | 48 |
|
|
2019
Q1 | $519K | Hold |
12,036
| – | – | 0.28% | 49 |
|
|
2018
Q4 | $453K | Sell |
12,036
-92
| -0.8% | -$3.72K | 0.28% | 48 |
|
|
2018
Q3 | $537K | Hold |
12,128
| – | – | 0.34% | 38 |
|
|
2018
Q2 | $493K | Buy |
12,128
+300
| +3% | +$12.1K | 0.35% | 40 |
|
|
2018
Q1 | $458K | Sell |
11,828
-416
| -3% | -$16.6K | 0.34% | 38 |
|
|
2017
Q4 | $471K | Buy |
+12,244
| New | +$457K | 0.36% | 33 |
|
Other funds holding IVW
Eldridge Investment Advisors's IVW Position: Q2 2026 in Review
Eldridge Investment Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 5,200 shares worth $715K. The position accounts for 0.14% of the portfolio, ranked #90.
Eldridge Investment Advisors first reported a position in IVW in Q4 2017 and has held it in 35 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Eldridge Investment Advisors held 5,200 shares of iShares S&P 500 Growth ETF worth $715K as of Q2 2026.
- Eldridge Investment Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
- iShares S&P 500 Growth ETF made up 0.14% of Eldridge Investment Advisors's portfolio in Q2 2026, its #90 holding.
- Eldridge Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 35 quarters since.
- 2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.