HRT Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

HRT Financial’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	$4.02M	Buy	35,580 +29,392	+475%	+$3.53M	0.01%	1136
2025 Q4	$762K	Sell	6,188 -8,241	-57%	-$1.01M	﹤0.01%	1873
2025 Q3	$1.74M	Buy	+14,429	New	+$1.66M	0.01%	1215
2025 Q1	–	Sell	-6,920	Closed	-$702K	–	2939
2024 Q4	$702K	Buy	+6,920	New	+$690K	﹤0.01%	1269
2023 Q4	–	Sell	-54,149	Closed	-$3.7M	–	2697
2023 Q3	$3.7M	Buy	+54,149	New	+$3.83M	0.04%	397
2023 Q1	–	Sell	-33,352	Closed	-$1.95M	–	2820
2022 Q4	$1.95M	Buy	33,352 +6,275	+23%	+$377K	0.03%	608
2022 Q3	$1.57M	Sell	27,077 -119,029	-81%	-$7.73M	0.02%	702
2022 Q2	$8.82M	Buy	+146,106	New	+$9.67M	0.1%	153
2022 Q1	–	Sell	-31,969	Closed	-$2.67M	–	3450
2021 Q4	$2.67M	Buy	31,969 +17,554	+122%	+$1.41M	0.02%	512
2021 Q3	$1.06M	Buy	+14,415	New	+$1.1M	0.01%	1213
2021 Q1	–	Sell	-40,292	Closed	-$2.57M	–	2900
2020 Q4	$2.57M	Sell	40,292 -30,072	-43%	-$1.82M	0.05%	278
2020 Q3	$4.06M	Sell	70,364 -28,932	-29%	-$1.64M	0.12%	119
2020 Q2	$5.15M	Buy	99,296 +25,532	+35%	+$1.22M	0.15%	117
2020 Q1	$3.04M	Buy	+73,764	New	+$3.49M	0.2%	95
2015 Q3	–	Sell	-89,848	Closed	-$2.56M	–	136
2015 Q2	$2.56M	Buy	+89,848	New	+$2.6M	1.2%	13

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

HRT Financial's IVW Position: Q1 2026 in Review

HRT Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 475% in Q1 2026, buying an estimated $3.53M and bringing the position to 35,580 shares worth $4.02M. The position accounts for 0.01% of the portfolio, ranked #1136.

HRT Financial first reported a position in IVW in Q2 2015 and has held it in 15 quarters since. The position peaked at $8.82M in Q2 2022. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

HRT Financial held 35,580 shares of iShares S&P 500 Growth ETF worth $4.02M as of Q1 2026.
HRT Financial bought 29,392 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $3.53M.
iShares S&P 500 Growth ETF made up 0.01% of HRT Financial's portfolio in Q1 2026, its #1136 holding.
HRT Financial first reported a position in iShares S&P 500 Growth ETF in Q2 2015 and has held it in 15 quarters since.
HRT Financial's iShares S&P 500 Growth ETF position peaked at $8.82M in Q2 2022.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.