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Freedom Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Freedom Investment Management’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 		$231K Buy
+1,681
New +$222K 0.06% 94
2026
Q1 		– Sell
-2,455
Closed -$303K – 112
2025
Q4 		$303K Sell
2,455
-669
-21% -$81.9K 0.09% 84
2025
Q3 		$377K Sell
3,124
-10,849
-78% -$1.25M 0.1% 94
2025
Q2 		$1.54M Buy
13,973
+2,481
+22% +$246K 0.12% 146
2025
Q1 		$1.07M Buy
11,492
+5,937
+107% +$599K 0.09% 218
2024
Q4 		$564K Sell
5,555
-108
-2% -$10.8K 0.05% 394
2024
Q3 		$542K Buy
5,663
+756
+15% +$69.8K 0.04% 415
2024
Q2 		$454K Buy
4,907
+1,841
+60% +$159K 0.04% 455
2024
Q1 		$259K Buy
+3,066
New +$246K 0.02% 660
2018
Q1 		– Sell
-46,248
Closed -$1.77M – 1166
2017
Q4 		$1.77M Sell
46,248
-3,556
-7% -$133K 0.09% 182
2017
Q3 		$1.79M Buy
49,804
+2,540
+5% +$89.5K 0.1% 155
2017
Q2 		$1.62M Sell
47,264
-12,960
-22% -$439K 0.09% 172
2017
Q1 		$1.98M Sell
60,224
-1,708
-3% -$54.8K 0.12% 126
2016
Q4 		$1.89M Sell
61,932
-3,340
-5% -$101K 0.12% 108
2016
Q3 		$1.99M Buy
65,272
+9,680
+17% +$293K 0.13% 96
2016
Q2 		$1.62M Buy
55,592
+6,124
+12% +$178K 0.11% 110
2016
Q1 		$1.43M Sell
49,468
-4,052
-8% -$111K 0.1% 131
2015
Q4 		$1.55M Sell
53,520
-1,108
-2% -$32.2K 0.12% 121
2015
Q3 		$1.21M Buy
54,628
+17,940
+49% +$510K 0.12% 125
2015
Q2 		$1.04M Buy
36,688
+2,444
+7% +$70.8K 0.11% 149
2015
Q1 		$976K Sell
34,244
-132
-0.4% -$3.75K 0.11% 141
2014
Q4 		$959K Sell
34,376
-504
-1% -$13.8K 0.12% 132
2014
Q3 		$931K Buy
34,880
+1,980
+6% +$52.8K 0.16% 98
2014
Q2 		$865K Sell
32,900
-1,152
-3% -$29.2K 0.15% 112
2014
Q1 		$850K Sell
34,052
-1,848
-5% -$45.7K 0.18% 90
2013
Q4 		$886K Sell
35,900
-1,040
-3% -$24.5K 0.22% 74
2013
Q3 		$825K Buy
36,940
+492
+1% +$10.9K 0.24% 70
2013
Q2 		$766K Buy
+36,448
New +$773K 0.26% 66

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Freedom Investment Management's IVW Position: Q2 2026 in Review

Freedom Investment Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,681 shares worth $231K. The stake represents 0.06% of the portfolio and ranks #94 among its holdings. This is a return to the name: Freedom Investment Management previously reported a position in IVW as recently as Q4 2025.

Freedom Investment Management first reported a position in IVW in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.99M in Q3 2016. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Freedom Investment Management held 1,681 shares of iShares S&P 500 Growth ETF worth $231K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Freedom Investment Management position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.06% of Freedom Investment Management's portfolio in Q2 2026, its #94 holding.
  • Freedom Investment Management first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 28 quarters since.
  • Freedom Investment Management's iShares S&P 500 Growth ETF position peaked at $1.99M in Q3 2016.
  • 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.