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IVW icon

EQ LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

EQ LLC’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 		$38.9M Buy
283,058
+17,751
+7% +$2.34M 9.56% 2
2026
Q1 		$30M Buy
265,307
+24,376
+10% +$2.93M 8.45% 3
2025
Q4 		$29.7M Buy
240,931
+81,998
+52% +$10M 8.56% 2
2025
Q3 		$19.2M Buy
158,933
+10,079
+7% +$1.16M 6.51% 4
2025
Q2 		$16.4M Buy
148,854
+115,484
+346% +$11.4M 6.36% 5
2025
Q1 		$3.1M Buy
33,370
+3,494
+12% +$352K 1.45% 21
2024
Q4 		$3.03M Sell
29,876
-330
-1% -$32.9K 1.42% 20
2024
Q3 		$2.89M Buy
30,206
+10,543
+54% +$973K 1.45% 16
2024
Q2 		$1.82M Buy
19,663
+4,863
+33% +$419K 1.09% 25
2024
Q1 		$1.25M Buy
14,800
+5,329
+56% +$428K 0.77% 28
2023
Q4 		$711K Sell
9,471
-1,565
-14% -$111K 0.53% 31
2023
Q3 		$755K Buy
+11,036
New +$781K 0.56% 36

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
Commonwealth Equity Services
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
JC
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

EQ LLC's IVW Position: Q2 2026 in Review

EQ LLC increased its iShares S&P 500 Growth ETF (IVW) stake by 6.7% in Q2 2026, buying an estimated $2.34M and bringing the position to 283,058 shares worth $38.9M. The position accounts for 9.56% of the portfolio, ranked #2.

EQ LLC first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. 1,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • EQ LLC held 283,058 shares of iShares S&P 500 Growth ETF worth $38.9M as of Q2 2026.
  • EQ LLC bought 17,751 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.34M.
  • iShares S&P 500 Growth ETF made up 9.56% of EQ LLC's portfolio in Q2 2026, its #2 holding.
  • EQ LLC first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on EQ LLC's 13F filing for Q2 2026, filed 23 Jul 2026.