IIC
IVW icon

Integrated Investment Consultants’s iShares S&P 500 Growth ETF IVW Stock Holding History

Integrated Investment Consultants’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 		$1.56M Sell
11,314
-403
-3% -$53.2K 0.31% 54
2026
Q1 		$1.33M Sell
11,717
-168
-1% -$20.2K 0.28% 58
2025
Q4 		$1.46M Sell
11,885
-2,320
-16% -$284K 0.29% 61
2025
Q3 		$1.71M Sell
14,205
-382
-3% -$43.9K 0.29% 54
2025
Q2 		$1.61M Sell
14,587
-386
-3% -$38.2K 0.32% 54
2025
Q1 		$1.39M Buy
14,973
+41
+0.3% +$4.13K 0.28% 66
2024
Q4 		$1.52M Buy
14,932
+411
+3% +$41K 0.31% 60
2024
Q3 		$1.39M Buy
14,521
+1,391
+11% +$128K 0.3% 48
2024
Q2 		$1.11M Hold
13,130
– – 0.31% 51
2024
Q1 		$1.11M Buy
13,130
+5
+0% +$402 0.31% 51
2023
Q4 		$986K Sell
13,125
-254
-2% -$18.1K 0.31% 50
2023
Q3 		$915K Sell
13,379
-685
-5% -$48.5K 0.33% 47
2023
Q2 		$991K Buy
14,064
+12
+0.1% +$793 0.31% 42
2023
Q1 		$898K Sell
14,052
-24
-0.2% -$1.47K 0.28% 48
2022
Q4 		$823K Buy
14,076
+1,472
+12% +$88.4K 0.28% 54
2022
Q3 		$729K Buy
12,604
+73
+0.6% +$4.74K 0.29% 53
2022
Q2 		$756K Buy
12,531
+1,623
+15% +$107K 0.27% 54
2022
Q1 		$833K Sell
10,908
-5,019
-32% -$377K 0.23% 73
2021
Q4 		$1.33M Sell
15,927
-229
-1% -$18.4K 0.36% 41
2021
Q3 		$1.19M Sell
16,156
-274
-2% -$20.9K 0.35% 46
2021
Q2 		$1.2M Buy
16,430
+12
+0.1% +$831 0.35% 44
2021
Q1 		$1.07M Sell
16,418
-2,974
-15% -$192K 0.37% 43
2020
Q4 		$1.24M Sell
19,392
-128
-0.7% -$7.76K 0.47% 38
2020
Q3 		$1.13M Sell
19,520
-2,560
-12% -$145K 0.53% 34
2020
Q2 		$1.15M Buy
22,080
+32
+0.1% +$1.53K 0.54% 34
2020
Q1 		$910K Sell
22,048
-300
-1% -$14.2K 0.54% 36
2019
Q4 		$1.08M Buy
22,348
+2,732
+14% +$127K 0.45% 42
2019
Q3 		$883K Buy
19,616
+640
+3% +$28.9K 0.45% 47
2019
Q2 		$850K Buy
18,976
+28
+0.1% +$1.23K 0.44% 46
2019
Q1 		$816K Buy
18,948
+24
+0.1% +$983 0.44% 45
2018
Q4 		$713K Buy
18,924
+4,152
+28% +$168K 0.38% 47
2018
Q3 		$654K Sell
14,772
-1,600
-10% -$68.8K 0.32% 46
2018
Q2 		$666K Sell
16,372
-492
-3% -$19.8K 0.35% 45
2018
Q1 		$654K Buy
+16,864
New +$673K 0.26% 54
2017
Q3 		$612K Sell
17,076
-572
-3% -$20.1K 0.27% 54
2017
Q2 		$604K Sell
17,648
-24
-0.1% -$813 0.27% 56
2017
Q1 		$581K Hold
17,672
– – 0.27% 60
2016
Q4 		$538K Hold
17,672
– – 0.26% 64
2016
Q3 		$529K Buy
17,672
+1,492
+9% +$45.2K 0.27% 65
2016
Q2 		$472K Sell
16,180
-4,464
-22% -$130K 0.27% 68
2016
Q1 		$597K Hold
20,644
– – 0.34% 50
2015
Q4 		$561K Buy
+20,644
New +$600K 0.44% 46

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

Integrated Investment Consultants's IVW Position: Q2 2026 in Review

Integrated Investment Consultants reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.4% in Q2 2026, selling an estimated $53.2K and leaving 11,314 shares worth $1.56M. The position accounts for 0.31% of the portfolio, ranked #54.

Integrated Investment Consultants first reported a position in IVW in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.71M in Q3 2025. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Integrated Investment Consultants held 11,314 shares of iShares S&P 500 Growth ETF worth $1.56M as of Q2 2026.
  • Integrated Investment Consultants sold 403 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $53.2K.
  • iShares S&P 500 Growth ETF made up 0.31% of Integrated Investment Consultants's portfolio in Q2 2026, its #54 holding.
  • Integrated Investment Consultants first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 42 quarters since.
  • Integrated Investment Consultants's iShares S&P 500 Growth ETF position peaked at $1.71M in Q3 2025.
  • 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.