IMA Advisory Services’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
Q2
$420K Buy
3,055
+1,650
+117% +$218K 0.03% 255
2026
Q1
$159K Buy
1,405
+374
+36% +$45K 0.02% 186
2025
Q4
$127K Hold
1,031
0.01% 192
2025
Q3
$125K Hold
1,031
0.01% 183
2025
Q2
$114K Hold
1,031
0.01% 183
2025
Q1
$95.8K Buy
+1,031
New +$104K 0.01% 195

Other funds holding IVW

IMA Advisory Services's IVW Position: Q2 2026 in Review

IMA Advisory Services increased its iShares S&P 500 Growth ETF (IVW) stake by 117% in Q2 2026, buying an estimated $218K and bringing the position to 3,055 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #255.

IMA Advisory Services first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • IMA Advisory Services held 3,055 shares of iShares S&P 500 Growth ETF worth $420K as of Q2 2026.
  • IMA Advisory Services bought 1,650 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $218K.
  • iShares S&P 500 Growth ETF made up 0.03% of IMA Advisory Services's portfolio in Q2 2026, its #255 holding.
  • IMA Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.