IIL
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Insight Inv LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Insight Inv 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 		$153K Hold
1,113
– – 0.07% 92
2026
Q1 		$126K Hold
1,113
– – 0.07% 90
2025
Q4 		$137K Sell
1,113
-82
-7% -$10K 0.08% 96
2025
Q3 		$144K Sell
1,195
-85
-7% -$9.78K 0.08% 97
2025
Q2 		$141K Hold
1,280
– – 0.09% 96
2025
Q1 		$119K Hold
1,280
– – 0.08% 100
2024
Q4 		$130K Hold
1,280
– – 0.09% 101
2024
Q3 		$123K Hold
1,280
– – 0.1% 75
2024
Q2 		$118K Hold
1,280
– – 0.1% 75
2024
Q1 		$108K Hold
1,280
– – 0.09% 76
2023
Q4 		$96.1K Hold
1,280
– – 0.09% 75
2023
Q3 		$88K Hold
1,280
– – 0.1% 73
2023
Q2 		$90.2K Hold
1,280
– – 0.09% 76
2023
Q1 		$81.8K Hold
1,280
– – 0.09% 76
2022
Q4 		$74.9K Hold
1,280
– – 0.08% 82
2022
Q3 		$74K Hold
1,280
– – 0.08% 84
2022
Q2 		$77K Hold
1,280
– – 0.08% 102
2022
Q1 		$98K Hold
1,280
– – 0.09% 85
2021
Q4 		$107K Buy
+1,280
New +$103K 0.1% 89

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
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Insight Inv LLC's IVW Position: Q2 2026 in Review

Insight Inv LLC held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 1,113 shares worth $153K. The position accounts for 0.07% of the portfolio, ranked #92.

Insight Inv LLC first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Insight Inv LLC held 1,113 shares of iShares S&P 500 Growth ETF worth $153K as of Q2 2026.
  • Insight Inv LLC left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.07% of Insight Inv LLC's portfolio in Q2 2026, its #92 holding.
  • Insight Inv LLC first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.