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Harvest Investment Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Harvest Investment Services’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 		$1.91M Sell
16,917
-59
-0.3% -$7.1K 0.35% 74
2025
Q4 		$2.09M Sell
16,976
-824
-5% -$101K 0.39% 69
2025
Q3 		$2.15M Sell
17,800
-977
-5% -$112K 0.43% 68
2025
Q2 		$2.07M Sell
18,777
-2,137
-10% -$212K 0.46% 51
2025
Q1 		$1.94M Sell
20,914
-208
-1% -$21K 0.54% 40
2024
Q4 		$2.14M Sell
21,122
-1,581
-7% -$158K 0.53% 54
2024
Q3 		$2.17M Sell
22,703
-2,519
-10% -$233K 0.7% 39
2024
Q2 		$2.33M Sell
25,222
-580
-2% -$50K 0.93% 29
2024
Q1 		$2.18M Sell
25,802
-971
-4% -$78K 0.88% 33
2023
Q4 		$2.01M Buy
26,773
+486
+2% +$34.6K 0.93% 25
2023
Q3 		$1.8M Buy
26,287
+8,663
+49% +$613K 1.16% 21
2023
Q2 		$1.24M Buy
+17,624
New +$1.17M 0.71% 47
2022
Q1 		– Sell
-3,286
Closed -$274K – 220
2021
Q4 		$274K Buy
+3,286
New +$265K 0.12% 211
2020
Q2 		– Sell
-7,304
Closed -$301K – 200
2020
Q1 		$301K Sell
7,304
-21,548
-75% -$1.02M 0.4% 66
2019
Q4 		$1.4M Sell
28,852
-132,284
-82% -$6.13M 0.74% 30
2019
Q3 		$7.17M Sell
161,136
-60,192
-27% -$2.72M 3.6% 2
2019
Q2 		$10M Buy
221,328
+5,148
+2% +$226K 5.7% 2
2019
Q1 		$9.41M Buy
+216,180
New +$8.86M 5.46% 2

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Harvest Investment Services's IVW Position: Q1 2026 in Review

Harvest Investment Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.35% in Q1 2026, selling an estimated $7.1K and leaving 16,917 shares worth $1.91M. The position accounts for 0.35% of the portfolio, ranked #74.

Harvest Investment Services first reported a position in IVW in Q1 2019 and has held it in 18 quarters since. The position peaked at $10M in Q2 2019. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Harvest Investment Services held 16,917 shares of iShares S&P 500 Growth ETF worth $1.91M as of Q1 2026.
  • Harvest Investment Services sold 59 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $7.1K.
  • iShares S&P 500 Growth ETF made up 0.35% of Harvest Investment Services's portfolio in Q1 2026, its #74 holding.
  • Harvest Investment Services first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 18 quarters since.
  • Harvest Investment Services's iShares S&P 500 Growth ETF position peaked at $10M in Q2 2019.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.