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Insight Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Insight 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
Q1 		$1.55M Sell
13,744
-77
-0.6% -$9.26K 0.3% 46
2025
Q4 		$1.7M Sell
13,821
-110
-0.8% -$13.5K 0.26% 65
2025
Q3 		$1.68M Sell
13,931
-1,155
-8% -$133K 0.26% 66
2025
Q2 		$1.66M Buy
15,086
+5
+0% +$495 0.27% 59
2025
Q1 		$1.4M Sell
15,081
-1,637
-10% -$165K 0.24% 64
2024
Q4 		$1.71M Buy
16,718
+201
+1% +$20.1K 0.29% 58
2024
Q3 		$1.58M Buy
16,517
+35
+0.2% +$3.23K 0.27% 62
2024
Q2 		$1.53M Sell
16,482
-106
-0.6% -$9.14K 0.28% 62
2024
Q1 		$1.4M Buy
16,588
+4
+0% +$321 0.27% 66
2023
Q4 		$1.25M Sell
16,584
-56
-0.3% -$3.99K 0.26% 62
2023
Q3 		$1.14M Buy
16,640
+128
+0.8% +$9.06K 0.26% 64
2023
Q2 		$1.16M Buy
16,512
+1,058
+7% +$69.9K 0.26% 66
2023
Q1 		$987K Buy
15,454
+11
+0.1% +$672 0.23% 71
2022
Q4 		$892K Sell
15,443
-501
-3% -$30.1K 0.31% 82
2022
Q3 		$922K Sell
15,944
-91
-0.6% -$5.91K 0.36% 73
2022
Q2 		$1.11M Sell
16,035
-949
-6% -$62.8K 0.38% 69
2022
Q1 		$1.3M Sell
16,984
-207
-1% -$15.6K 0.39% 70
2021
Q4 		$1.44M Sell
17,191
-9
-0.1% -$725 0.42% 59
2021
Q3 		$1.42M Buy
17,200
+951
+6% +$72.5K 0.42% 57
2021
Q2 		$1.22M Sell
16,249
-508
-3% -$35.2K 0.38% 67
2021
Q1 		$1.17M Sell
16,757
-610
-4% -$39.4K 0.37% 68
2020
Q4 		$1.11M Buy
+17,367
New +$1.05M 0.42% 61

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Insight Advisors's IVW Position: Q1 2026 in Review

Insight Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.56% in Q1 2026, selling an estimated $9.26K and leaving 13,744 shares worth $1.55M. The position accounts for 0.3% of the portfolio, ranked #46.

Insight Advisors first reported a position in IVW in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.71M in Q4 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Insight Advisors held 13,744 shares of iShares S&P 500 Growth ETF worth $1.55M as of Q1 2026.
  • Insight Advisors sold 77 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $9.26K.
  • iShares S&P 500 Growth ETF made up 0.3% of Insight Advisors's portfolio in Q1 2026, its #46 holding.
  • Insight Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's iShares S&P 500 Growth ETF position peaked at $1.71M in Q4 2024.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.