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

Hanlon 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 Q1	$1.98M	Buy	17,539 +1,105	+7%	+$133K	1.09%	15
2025 Q4	$2.03M	Sell	16,434 -533	-3%	-$65.2K	1.12%	17
2025 Q3	$2.05M	Buy	16,967 +4,932	+41%	+$567K	1.23%	16
2025 Q2	$1.33M	Sell	12,035 -8,402	-41%	-$832K	0.95%	24
2025 Q1	$1.9M	Sell	20,437 -3,069	-13%	-$309K	1.43%	14
2024 Q4	$2.39M	Sell	23,506 -3,774	-14%	-$376K	0.65%	23
2024 Q3	$2.61M	Sell	27,280 -1,595	-6%	-$147K	0.73%	24
2024 Q2	$2.67M	Buy	28,875 +6,560	+29%	+$566K	0.79%	24
2024 Q1	$1.88M	Buy	22,315 +5,538	+33%	+$445K	0.57%	33
2023 Q4	$1.26M	Buy	16,777 +1,497	+10%	+$107K	0.4%	42
2023 Q3	$1.05M	Buy	15,280 +4,306	+39%	+$305K	0.32%	54
2023 Q2	$773K	Buy	+10,974	New	+$725K	0.22%	79

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Hanlon Investment Management's IVW Position: Q1 2026 in Review

Hanlon Investment Management increased its iShares S&P 500 Growth ETF (IVW) stake by 6.7% in Q1 2026, buying an estimated $133K and bringing the position to 17,539 shares worth $1.98M. The position accounts for 1.09% of the portfolio, ranked #15.

Hanlon Investment Management first reported a position in IVW in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.67M in Q2 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Hanlon Investment Management held 17,539 shares of iShares S&P 500 Growth ETF worth $1.98M as of Q1 2026.
Hanlon Investment Management bought 1,105 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $133K.
iShares S&P 500 Growth ETF made up 1.09% of Hanlon Investment Management's portfolio in Q1 2026, its #15 holding.
Hanlon Investment Management first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Hanlon Investment Management's iShares S&P 500 Growth ETF position peaked at $2.67M in Q2 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Hanlon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.