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Ingalls & Snyder LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ingalls & Snyder LLC’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 		$469K Hold
3,409
– – 0.01% 312
2026
Q1 		$386K Hold
3,409
– – 0.01% 334
2025
Q4 		$420K Hold
3,409
– – 0.02% 319
2025
Q3 		$412K Hold
3,409
– – 0.01% 322
2025
Q2 		$375K Hold
3,409
– – 0.01% 326
2025
Q1 		$316K Sell
3,409
-100
-3% -$10.1K 0.01% 359
2024
Q4 		$356K Buy
3,509
+1,410
+67% +$141K 0.01% 336
2024
Q3 		$201K Buy
+2,099
New +$194K 0.01% 421

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ingalls & Snyder LLC's IVW Position: Q2 2026 in Review

Ingalls & Snyder LLC held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 3,409 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #312.

Ingalls & Snyder LLC first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Ingalls & Snyder LLC held 3,409 shares of iShares S&P 500 Growth ETF worth $469K as of Q2 2026.
  • Ingalls & Snyder LLC left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.01% of Ingalls & Snyder LLC's portfolio in Q2 2026, its #312 holding.
  • Ingalls & Snyder LLC first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q2 2026, filed 14 Aug 2026.