Evanson Asset Management’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
Q1 | $2.42M | Sell |
21,352
-71
| -0.3% | -$8.54K | 0.13% | 83 |
|
|
2025
Q4 | $2.64M | Buy |
21,423
+72
| +0.3% | +$8.81K | 0.14% | 73 |
|
|
2025
Q3 | $2.58M | Sell |
21,351
-96
| -0.4% | -$11K | 0.15% | 73 |
|
|
2025
Q2 | $2.36M | Sell |
21,447
-15
| -0.1% | -$1.49K | 0.15% | 74 |
|
|
2025
Q1 | $1.99M | Sell |
21,462
-6,575
| -23% | -$663K | 0.14% | 81 |
|
|
2024
Q4 | $2.85M | Buy |
28,037
+1
| +0% | +$100 | 0.2% | 56 |
|
|
2024
Q3 | $2.68M | Buy |
28,036
+1
| +0% | +$92 | 0.19% | 59 |
|
|
2024
Q2 | $2.59M | Buy |
28,035
+1
| +0% | +$86 | 0.19% | 58 |
|
|
2024
Q1 | $2.37M | Buy |
28,034
+1
| +0% | +$80 | 0.18% | 65 |
|
|
2023
Q4 | $2.11M | Buy |
28,033
+6
| +0% | +$427 | 0.17% | 64 |
|
|
2023
Q3 | $1.92M | Hold |
28,027
| – | – | 0.18% | 62 |
|
|
2023
Q2 | $1.98M | Sell |
28,027
-2,032
| -7% | -$134K | 0.18% | 59 |
|
|
2023
Q1 | $1.92M | Buy |
30,059
+9
| +0% | +$550 | 0.19% | 59 |
|
|
2022
Q4 | $1.76M | Buy |
30,050
+15
| +0% | +$901 | 0.19% | 61 |
|
|
2022
Q3 | $1.74M | Hold |
30,035
| – | – | 0.2% | 55 |
|
|
2022
Q2 | $1.81M | Buy |
30,035
+5
| +0% | +$331 | 0.2% | 57 |
|
|
2022
Q1 | $2.29M | Buy |
30,030
+5
| +0% | +$376 | 0.22% | 54 |
|
|
2021
Q4 | $2.51M | Sell |
30,025
-1,158
| -4% | -$93.3K | 0.22% | 51 |
|
|
2021
Q3 | $2.27M | Sell |
31,183
-154
| -0.5% | -$11.7K | 0.23% | 59 |
|
|
2021
Q2 | $2.28M | Buy |
31,337
+21
| +0.1% | +$1.45K | 0.24% | 54 |
|
|
2021
Q1 | $2.04M | Hold |
31,316
| – | – | 0.3% | 54 |
|
|
2020
Q4 | $2M | Buy |
31,316
+6,068
| +24% | +$368K | 0.32% | 50 |
|
|
2020
Q3 | $1.46M | Buy |
25,248
+4
| +0% | +$226 | 0.26% | 55 |
|
|
2020
Q2 | $1.31M | Buy |
25,244
+136
| +0.5% | +$6.52K | 0.26% | 58 |
|
|
2020
Q1 | $1.04M | Hold |
25,108
| – | – | 0.25% | 62 |
|
|
2019
Q4 | $1.22M | Buy |
25,108
+16
| +0.1% | +$742 | 0.24% | 63 |
|
|
2019
Q3 | $1.13M | Hold |
25,092
| – | – | 0.23% | 62 |
|
|
2019
Q2 | $1.12M | Buy |
25,092
+8
| +0% | +$352 | 0.23% | 62 |
|
|
2019
Q1 | $1.08M | Buy |
25,084
+8
| +0% | +$328 | 0.22% | 63 |
|
|
2018
Q4 | $945K | Buy |
25,076
+12
| +0% | +$486 | 0.22% | 66 |
|
|
2018
Q3 | $1.11M | Buy |
25,064
+4
| +0% | +$172 | 0.23% | 64 |
|
|
2018
Q2 | $1.02M | Buy |
25,060
+6,856
| +38% | +$275K | 0.2% | 71 |
|
|
2018
Q1 | $706K | Buy |
18,204
+4
| +0% | +$160 | 0.15% | 97 |
|
|
2017
Q4 | $695K | Buy |
18,200
+12
| +0.1% | +$448 | 0.14% | 99 |
|
|
2017
Q3 | $652K | Buy |
+18,188
| New | +$641K | 0.14% | 96 |
|
Other funds holding IVW
Evanson Asset Management's IVW Position: Q1 2026 in Review
Evanson Asset Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.33% in Q1 2026, selling an estimated $8.54K and leaving 21,352 shares worth $2.42M. The position accounts for 0.13% of the portfolio, ranked #83.
Evanson Asset Management first reported a position in IVW in Q3 2017 and has held it in 35 quarters since. The position peaked at $2.85M in Q4 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Evanson Asset Management held 21,352 shares of iShares S&P 500 Growth ETF worth $2.42M as of Q1 2026.
- Evanson Asset Management sold 71 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $8.54K.
- iShares S&P 500 Growth ETF made up 0.13% of Evanson Asset Management's portfolio in Q1 2026, its #83 holding.
- Evanson Asset Management first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and has held it in 35 quarters since.
- Evanson Asset Management's iShares S&P 500 Growth ETF position peaked at $2.85M in Q4 2024.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.