Hudson Valley Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Hudson Valley Investment Advisors’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	$288K	Buy	2,097 +22	+1%	+$2.9K	0.04%	130
2026 Q1	$235K	Hold	2,075	–	–	0.03%	140
2025 Q4	$256K	Hold	2,075	–	–	0.03%	138
2025 Q3	$250K	Sell	2,075 -875	-30%	-$101K	0.03%	152
2025 Q2	$325K	Hold	2,950	–	–	0.04%	140
2025 Q1	$274K	Hold	2,950	–	–	0.03%	141
2024 Q4	$300K	Hold	2,950	–	–	0.03%	141
2024 Q3	$282K	Sell	2,950 -450	-13%	-$41.5K	0.03%	146
2024 Q2	$253K	Hold	3,400	–	–	0.03%	162
2024 Q1	$287K	Hold	3,400	–	–	0.03%	152
2023 Q4	$253K	Hold	3,400	–	–	0.03%	162
2023 Q3	$233K	Sell	3,400 -336	-9%	-$23.8K	0.03%	168
2023 Q2	$263K	Hold	3,736	–	–	0.04%	179
2023 Q1	$239K	Buy	+3,736	New	+$228K	0.03%	190
2022 Q4	–	Sell	-775	Closed	-$278K	–	220
2022 Q3	$278K	Sell	775 -2,961	-79%	-$192K	0.04%	183
2022 Q2	$225K	Hold	3,736	–	–	0.04%	183
2022 Q1	$285K	Buy	+3,736	New	+$281K	0.04%	184

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Hudson Valley Investment Advisors's IVW Position: Q2 2026 in Review

Hudson Valley Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 1.1% in Q2 2026, buying an estimated $2.9K and bringing the position to 2,097 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #130.

Hudson Valley Investment Advisors first reported a position in IVW in Q1 2022 and has held it in 17 quarters since. The position peaked at $325K in Q2 2025. 1,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Hudson Valley Investment Advisors held 2,097 shares of iShares S&P 500 Growth ETF worth $288K as of Q2 2026.
Hudson Valley Investment Advisors bought 22 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.9K.
iShares S&P 500 Growth ETF made up 0.04% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #130 holding.
Hudson Valley Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 17 quarters since.
Hudson Valley Investment Advisors's iShares S&P 500 Growth ETF position peaked at $325K in Q2 2025.
1,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.