Grimes & Company’s iShares S&P 500 Growth ETF IVW Stock Holding History

Grimes & Company’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	$441K	Buy	3,205 +3	+0.1%	+$396	0.01%	332
2026 Q1	$362K	Buy	3,202 +3	+0.1%	+$361	0.01%	337
2025 Q4	$394K	Buy	3,199 +7	+0.2%	+$857	0.01%	339
2025 Q3	$385K	Buy	3,192 +4	+0.1%	+$460	0.01%	346
2025 Q2	$351K	Buy	3,188 +282	+10%	+$27.9K	0.01%	315
2025 Q1	$270K	Sell	2,906 -24	-0.8%	-$2.42K	0.01%	306
2024 Q4	$297K	Buy	2,930 +4	+0.1%	+$399	0.01%	310
2024 Q3	$280K	Buy	2,926 +32	+1%	+$2.95K	0.01%	301
2024 Q2	$268K	Sell	2,894 -419	-13%	-$36.1K	0.01%	283
2024 Q1	$280K	Buy	3,313 +423	+15%	+$34K	0.01%	277
2023 Q4	$217K	Buy	+2,890	New	+$206K	0.01%	296
2023 Q3	–	Sell	-3,402	Closed	-$240K	–	315
2023 Q2	$240K	Buy	3,402 +4	+0.1%	+$264	0.01%	265
2023 Q1	$217K	Buy	+3,398	New	+$208K	0.01%	267
2022 Q3	–	Sell	-3,388	Closed	-$204K	–	277
2022 Q2	$204K	Sell	3,388 -18	-0.5%	-$1.19K	0.01%	257
2022 Q1	$260K	Buy	3,406 +531	+18%	+$39.9K	0.01%	254
2021 Q4	$241K	Buy	+2,875	New	+$232K	0.01%	272
2019 Q2	–	Sell	-6,948	Closed	-$299K	–	254
2019 Q1	$299K	Buy	+6,948	New	+$285K	0.02%	202
2018 Q4	–	Sell	-4,780	Closed	-$212K	–	238
2018 Q3	$212K	Buy	+4,780	New	+$205K	0.02%	225
2018 Q2	–	Sell	-5,312	Closed	-$206K	–	243
2018 Q1	$206K	Buy	+5,312	New	+$212K	0.02%	225

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

Grimes & Company's IVW Position: Q2 2026 in Review

Grimes & Company increased its iShares S&P 500 Growth ETF (IVW) stake by 0.09% in Q2 2026, buying an estimated $396 and bringing the position to 3,205 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #332.

Grimes & Company first reported a position in IVW in Q1 2018 and has held it in 19 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Grimes & Company held 3,205 shares of iShares S&P 500 Growth ETF worth $441K as of Q2 2026.
Grimes & Company bought 3 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $396.
iShares S&P 500 Growth ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #332 holding.
Grimes & Company first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and has held it in 19 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.