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

Integrated Advisors Network’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 		$15M Buy
109,028
+33,318
+44% +$4.4M 0.69% 27
2026
Q1 		$8.56M Buy
75,710
+6,826
+10% +$821K 0.45% 48
2025
Q4 		$8.49M Sell
68,884
-10,013
-13% -$1.23M 0.38% 56
2025
Q3 		$9.52M Buy
78,897
+7,502
+11% +$863K 0.4% 55
2025
Q2 		$7.86M Sell
71,395
-42,025
-37% -$4.16M 0.35% 63
2025
Q1 		$10.5M Buy
113,420
+75,118
+196% +$7.57M 0.53% 37
2024
Q4 		$3.89M Buy
38,302
+7,592
+25% +$757K 0.19% 127
2024
Q3 		$2.94M Buy
30,710
+22,344
+267% +$2.06M 0.14% 177
2024
Q2 		$774K Buy
8,366
+421
+5% +$36.3K 0.04% 342
2024
Q1 		$671K Sell
7,945
-14
-0.2% -$1.13K 0.03% 391
2023
Q4 		$598K Sell
7,959
-96
-1% -$6.83K 0.03% 383
2023
Q3 		$551K Sell
8,055
-1,213
-13% -$85.8K 0.03% 390
2023
Q2 		$653K Sell
9,268
-187
-2% -$12.4K 0.04% 371
2023
Q1 		$604K Buy
9,455
+210
+2% +$12.8K 0.04% 380
2022
Q4 		$541K Sell
9,245
-660
-7% -$39.6K 0.03% 394
2022
Q3 		$573K Sell
9,905
-1,001
-9% -$65K 0.04% 369
2022
Q2 		$658K Sell
10,906
-1,225
-10% -$81.1K 0.04% 358
2022
Q1 		$927K Sell
12,131
-1,945
-14% -$146K 0.05% 322
2021
Q4 		$1.18M Sell
14,076
-1,793
-11% -$144K 0.07% 250
2021
Q3 		$1.17M Sell
15,869
-293
-2% -$22.3K 0.08% 228
2021
Q2 		$1.18M Sell
16,162
-514
-3% -$35.6K 0.09% 209
2021
Q1 		$1.09M Buy
16,676
+5,193
+45% +$336K 0.1% 197
2020
Q4 		$733K Buy
11,483
+667
+6% +$40.4K 0.08% 237
2020
Q3 		$625K Sell
10,816
-3,588
-25% -$203K 0.08% 224
2020
Q2 		$747K Sell
14,404
-64
-0.4% -$3.07K 0.09% 212
2020
Q1 		$597K Sell
14,468
-120
-0.8% -$5.67K 0.12% 170
2019
Q4 		$706K Buy
+14,588
New +$676K 0.1% 206

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Integrated Advisors Network's IVW Position: Q2 2026 in Review

Integrated Advisors Network increased its iShares S&P 500 Growth ETF (IVW) stake by 44% in Q2 2026, buying an estimated $4.4M and bringing the position to 109,028 shares worth $15M. The position accounts for 0.69% of the portfolio, ranked #27.

Integrated Advisors Network first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. 1,695 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Integrated Advisors Network held 109,028 shares of iShares S&P 500 Growth ETF worth $15M as of Q2 2026.
  • Integrated Advisors Network bought 33,318 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $4.4M.
  • iShares S&P 500 Growth ETF made up 0.69% of Integrated Advisors Network's portfolio in Q2 2026, its #27 holding.
  • Integrated Advisors Network first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,695 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.