Grandfield & Dodd’s iShares S&P 500 Growth ETF IVW Stock Holding History

Grandfield & Dodd’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	$1.16M	Sell	8,430 -3	-0%	-$396	0.06%	103
2026 Q1	$954K	Hold	8,433	–	–	0.05%	117
2025 Q4	$1.04M	Buy	8,433 +3	+0%	+$367	0.06%	114
2025 Q3	$1.02M	Hold	8,430	–	–	0.06%	112
2025 Q2	$928K	Buy	+8,430	New	+$834K	0.05%	111

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

Grandfield & Dodd's IVW Position: Q2 2026 in Review

Grandfield & Dodd reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.04% in Q2 2026, selling an estimated $396 and leaving 8,430 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #103.

Grandfield & Dodd first reported a position in IVW in Q2 2025 and has held it in 5 quarters since. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Grandfield & Dodd held 8,430 shares of iShares S&P 500 Growth ETF worth $1.16M as of Q2 2026.
Grandfield & Dodd sold 3 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $396.
iShares S&P 500 Growth ETF made up 0.06% of Grandfield & Dodd's portfolio in Q2 2026, its #103 holding.
Grandfield & Dodd first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Grandfield & Dodd's 13F filing for Q2 2026, filed 7 Aug 2026.