HI
IVW icon

Human Investing’s iShares S&P 500 Growth ETF IVW Stock Holding History

Human Investing’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 		$285K Sell
2,074
-75
-3% -$9.9K 0.04% 84
2026
Q1 		$243K Sell
2,149
-44
-2% -$5.29K 0.04% 87
2025
Q4 		$270K Buy
2,193
+159
+8% +$19.5K 0.04% 83
2025
Q3 		$246K Buy
2,034
+2
+0.1% +$230 0.04% 85
2025
Q2 		$224K Sell
2,032
-565
-22% -$55.9K 0.04% 92
2025
Q1 		$241K Buy
2,597
+424
+20% +$42.7K 0.04% 83
2024
Q4 		$221K Sell
2,173
-354
-14% -$35.3K 0.04% 90
2024
Q3 		$242K Sell
2,527
-13
-0.5% -$1.2K 0.04% 90
2024
Q2 		$235K Hold
2,540
– – 0.05% 84
2024
Q1 		$214K Buy
+2,540
New +$204K 0.04% 88
2021
Q2 		– Sell
-268
Closed -$17K – 197
2021
Q1 		$17K Hold
268
– – ﹤0.01% 204
2020
Q4 		$17K Hold
268
– – ﹤0.01% 205
2020
Q3 		$15K Sell
268
-112
-29% -$6.34K ﹤0.01% 209
2020
Q2 		$20K Sell
380
-68
-15% -$3.26K 0.01% 189
2020
Q1 		$18K Sell
448
-60
-12% -$2.84K 0.01% 201
2019
Q4 		$25K Sell
508
-12
-2% -$556 0.01% 236
2019
Q3 		$23K Sell
520
-80
-13% -$3.62K 0.01% 235
2019
Q2 		$27K Hold
600
– – 0.01% 236
2019
Q1 		$26K Sell
600
-76
-11% -$3.11K 0.01% 214
2018
Q4 		$25K Buy
+676
New +$27.4K 0.01% 228

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
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
JC
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Human Investing's IVW Position: Q2 2026 in Review

Human Investing reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.5% in Q2 2026, selling an estimated $9.9K and leaving 2,074 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #84.

Human Investing first reported a position in IVW in Q4 2018 and has held it in 20 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Human Investing held 2,074 shares of iShares S&P 500 Growth ETF worth $285K as of Q2 2026.
  • Human Investing sold 75 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $9.9K.
  • iShares S&P 500 Growth ETF made up 0.04% of Human Investing's portfolio in Q2 2026, its #84 holding.
  • Human Investing first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 20 quarters since.
  • 1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Human Investing's 13F filing for Q2 2026, filed 20 Jul 2026.