Insigneo 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
Q1
$1.78M Buy
15,757
+1,340
+9% +$161K 0.13% 144
2025
Q4
$1.78M Buy
14,417
+3,574
+33% +$437K 0.13% 140
2025
Q3
$1.31M Buy
10,843
+1,963
+22% +$226K 0.09% 179
2025
Q2
$978K Buy
8,880
+498
+6% +$49.3K 0.08% 190
2025
Q1
$778K Buy
+8,382
New +$845K 0.08% 208
2024
Q4
Sell
-2,734
Closed -$262K 659
2024
Q3
$262K Sell
2,734
-1,149
-30% -$106K 0.03% 483
2024
Q2
$329K Buy
+3,883
New +$335K 0.04% 382

Other funds holding IVW

Insigneo Advisory Services's IVW Position: Q1 2026 in Review

Insigneo Advisory Services increased its iShares S&P 500 Growth ETF (IVW) stake by 9.3% in Q1 2026, buying an estimated $161K and bringing the position to 15,757 shares worth $1.78M. The position accounts for 0.13% of the portfolio, ranked #144.

Insigneo Advisory Services first reported a position in IVW in Q2 2024 and has held it in 7 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Insigneo Advisory Services held 15,757 shares of iShares S&P 500 Growth ETF worth $1.78M as of Q1 2026.
  • Insigneo Advisory Services bought 1,340 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $161K.
  • iShares S&P 500 Growth ETF made up 0.13% of Insigneo Advisory Services's portfolio in Q1 2026, its #144 holding.
  • Insigneo Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 7 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.