IHT Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.53M | Buy |
48,853
+6,633
| +16% | +$798K | 0.13% | 168 |
|
|
2025
Q4 | $5.2M | Sell |
42,220
-1,710
| -4% | -$209K | 0.13% | 166 |
|
|
2025
Q3 | $5.3M | Sell |
43,930
-660
| -1% | -$75.9K | 0.13% | 156 |
|
|
2025
Q2 | $4.91M | Buy |
44,590
+4,417
| +11% | +$437K | 0.14% | 155 |
|
|
2025
Q1 | $3.73M | Sell |
40,173
-412
| -1% | -$41.5K | 0.12% | 175 |
|
|
2024
Q4 | $4.12M | Buy |
40,585
+4,449
| +12% | +$444K | 0.13% | 151 |
|
|
2024
Q3 | $3.46M | Sell |
36,136
-4,869
| -12% | -$450K | 0.1% | 214 |
|
|
2024
Q2 | $3.79M | Buy |
41,005
+17,343
| +73% | +$1.5M | 0.14% | 151 |
|
|
2024
Q1 | $2M | Sell |
23,662
-549
| -2% | -$44.1K | 0.08% | 251 |
|
|
2023
Q4 | $1.82M | Sell |
24,211
-143
| -0.6% | -$10.2K | 0.08% | 237 |
|
|
2023
Q3 | $1.67M | Sell |
24,354
-3,439
| -12% | -$243K | 0.08% | 227 |
|
|
2023
Q2 | $1.96M | Buy |
27,793
+1,505
| +6% | +$99.5K | 0.1% | 190 |
|
|
2023
Q1 | $1.68M | Sell |
26,288
-404
| -2% | -$24.7K | 0.1% | 207 |
|
|
2022
Q4 | $1.56M | Sell |
26,692
-3,893
| -13% | -$234K | 0.1% | 219 |
|
|
2022
Q3 | $1.77M | Buy |
30,585
+716
| +2% | +$46.5K | 0.13% | 174 |
|
|
2022
Q2 | $1.8M | Buy |
29,869
+309
| +1% | +$20.4K | 0.16% | 144 |
|
|
2022
Q1 | $2.26M | Buy |
29,560
+298
| +1% | +$22.4K | 0.17% | 127 |
|
|
2021
Q4 | $2.45M | Sell |
29,262
-1,056
| -3% | -$85.1K | 0.18% | 119 |
|
|
2021
Q3 | $2.24M | Buy |
30,318
+6,825
| +29% | +$520K | 0.18% | 123 |
|
|
2021
Q2 | $1.71M | Sell |
23,493
-753
| -3% | -$52.1K | 0.11% | 192 |
|
|
2021
Q1 | $1.58M | Sell |
24,246
-6,650
| -22% | -$430K | 0.11% | 182 |
|
|
2020
Q4 | $1.97M | Sell |
30,896
-1,728
| -5% | -$105K | 0.16% | 131 |
|
|
2020
Q3 | $1.89M | Sell |
32,624
-2,228
| -6% | -$126K | 0.19% | 118 |
|
|
2020
Q2 | $1.81M | Sell |
34,852
-2,980
| -8% | -$143K | 0.25% | 99 |
|
|
2020
Q1 | $1.56M | Sell |
37,832
-8,228
| -18% | -$389K | 0.22% | 108 |
|
|
2019
Q4 | $2.23M | Sell |
46,060
-5,968
| -11% | -$277K | 0.26% | 85 |
|
|
2019
Q3 | $2.34M | Sell |
52,028
-6,640
| -11% | -$300K | 0.32% | 71 |
|
|
2019
Q2 | $2.63M | Buy |
58,668
+5,496
| +10% | +$242K | 0.38% | 58 |
|
|
2019
Q1 | $2.29M | Buy |
53,172
+904
| +2% | +$37K | 0.38% | 60 |
|
|
2018
Q4 | $1.97M | Buy |
52,268
+476
| +0.9% | +$19.3K | 0.38% | 69 |
|
|
2018
Q3 | $2.29M | Sell |
51,792
-15,828
| -23% | -$680K | 0.5% | 42 |
|
|
2018
Q2 | $2.75M | Buy |
67,620
+244
| +0.4% | +$9.8K | 0.7% | 28 |
|
|
2018
Q1 | $2.55M | Sell |
67,376
-12,184
| -15% | -$486K | 0.68% | 23 |
|
|
2017
Q4 | $3.14M | Buy |
79,560
+71,620
| +902% | +$2.68M | 0.83% | 14 |
|
|
2017
Q3 | $288K | Buy |
7,940
+2,584
| +48% | +$91K | 0.12% | 191 |
|
|
2017
Q2 | $1.1K | Buy |
5,356
+5,340
| +33,375% | +$181K | 0.53% | 38 |
|
|
2017
Q1 | $1K | Sell |
16
-1,824
| -99% | -$58.5K | ﹤0.01% | 1174 |
|
|
2016
Q4 | $56K | Buy |
+1,840
| New | +$55.6K | 0.04% | 372 |
|
Other funds holding IVW
IHT Wealth Management's IVW Position: Q1 2026 in Review
IHT Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 16% in Q1 2026, buying an estimated $798K and bringing the position to 48,853 shares worth $5.53M. The position accounts for 0.13% of the portfolio, ranked #168.
IHT Wealth Management first reported a position in IVW in Q4 2016 and has held it in 38 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- IHT Wealth Management held 48,853 shares of iShares S&P 500 Growth ETF worth $5.53M as of Q1 2026.
- IHT Wealth Management bought 6,633 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $798K.
- iShares S&P 500 Growth ETF made up 0.13% of IHT Wealth Management's portfolio in Q1 2026, its #168 holding.
- IHT Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 38 quarters since.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.