First Manhattan’s iShares S&P 500 Growth ETF IVW Stock Holding History

First Manhattan’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	$256K	Buy	+1,865	New	+$246K	﹤0.01%	680
2024 Q2	–	Sell	-540	Closed	-$46.4K	–	995
2024 Q1	$46.4K	Hold	540	–	–	﹤0.01%	910
2023 Q4	$41.2K	Sell	540 -9	-2%	-$641	﹤0.01%	907
2023 Q3	$37.6K	Buy	549 +1	+0.2%	+$71	﹤0.01%	931
2023 Q2	$38.7K	Hold	548	–	–	﹤0.01%	933
2023 Q1	$35.1K	Sell	548 -2	-0.4%	-$122	﹤0.01%	991
2022 Q4	$32.2K	Sell	550 -28,150	-98%	-$1.69M	﹤0.01%	1016
2022 Q3	$1.66M	Sell	28,700 -8,664	-23%	-$563K	0.01%	341
2022 Q2	$2.25M	Buy	37,364 +337	+0.9%	+$22.3K	0.01%	316
2022 Q1	$2.83M	Buy	37,027 +166	+0.5%	+$12.5K	0.01%	318
2021 Q4	$3.08M	Hold	36,861	–	–	0.01%	293
2021 Q3	$2.72M	Buy	36,861 +36,816	+81,813%	+$2.81M	0.01%	294
2021 Q2	$3K	Buy	+45	New	+$3.12K	﹤0.01%	1477
2020 Q3	–	Sell	-312	Closed	-$16K	–	1390
2020 Q2	$16K	Hold	312	–	–	﹤0.01%	1077
2020 Q1	$12K	Hold	312	–	–	﹤0.01%	1105
2019 Q4	$15K	Hold	312	–	–	﹤0.01%	1093
2019 Q3	$14K	Hold	312	–	–	﹤0.01%	1112
2019 Q2	$13K	Hold	312	–	–	﹤0.01%	1154
2019 Q1	$13K	Hold	312	–	–	﹤0.01%	1172
2018 Q4	$11K	Hold	312	–	–	﹤0.01%	1153
2018 Q3	$13K	Hold	312	–	–	﹤0.01%	1192
2018 Q2	$12K	Hold	312	–	–	﹤0.01%	1165
2018 Q1	$12K	Hold	312	–	–	﹤0.01%	1166
2017 Q4	$11K	Hold	312	–	–	﹤0.01%	1234
2017 Q3	$11K	Hold	312	–	–	﹤0.01%	1207
2017 Q2	$10K	Hold	312	–	–	﹤0.01%	1171
2017 Q1	$10K	Hold	312	–	–	﹤0.01%	1185
2016 Q4	$9K	Hold	312	–	–	﹤0.01%	1182
2016 Q3	$9K	Hold	312	–	–	﹤0.01%	1199
2016 Q2	$9K	Hold	312	–	–	﹤0.01%	1232
2016 Q1	$9K	Hold	312	–	–	﹤0.01%	1183
2015 Q4	$9K	Hold	312	–	–	﹤0.01%	1198
2015 Q3	$8K	Hold	312	–	–	﹤0.01%	1213
2015 Q2	$8K	Hold	312	–	–	﹤0.01%	1237
2015 Q1	$8K	Sell	312 -324	-51%	-$9.2K	﹤0.01%	1247
2014 Q4	$17K	Hold	636	–	–	﹤0.01%	1160
2014 Q3	$16K	Buy	636 +324	+104%	+$8.63K	﹤0.01%	1143
2014 Q2	$8K	Buy	+312	New	+$7.92K	﹤0.01%	1218
2014 Q1	–	Sell	-664	Closed	-$16K	–	1433
2013 Q4	$16K	Buy	664 +264	+66%	+$6.22K	﹤0.01%	1101
2013 Q3	$8K	Buy	+400	New	+$8.83K	﹤0.01%	1186

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

First Manhattan's IVW Position: Q2 2026 in Review

First Manhattan opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,865 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings. This is a return to the name: First Manhattan previously reported a position in IVW as recently as Q1 2024.

First Manhattan first reported a position in IVW in Q3 2013 and has held it in 40 quarters since. The position peaked at $3.08M in Q4 2021. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

First Manhattan held 1,865 shares of iShares S&P 500 Growth ETF worth $256K as of Q2 2026.
iShares S&P 500 Growth ETF was a new First Manhattan position in Q2 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #680 holding.
First Manhattan first reported a position in iShares S&P 500 Growth ETF in Q3 2013 and has held it in 40 quarters since.
First Manhattan's iShares S&P 500 Growth ETF position peaked at $3.08M in Q4 2021.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.