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International Assets Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

International Assets Investment Management’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 		$3.05M Buy
22,313
+1,242
+6% +$164K 0.18% 107
2026
Q1 		$2.41M Sell
21,071
-2,987
-12% -$359K 0.17% 110
2025
Q4 		$2.97M Buy
24,058
+1,375
+6% +$168K 0.2% 90
2025
Q3 		$2.47M Hold
22,683
– – 0.2% 93
2025
Q2 		$2.5M Buy
22,683
+1,976
+10% +$196K 0.2% 95
2025
Q1 		$1.92M Buy
20,707
+1,951
+10% +$197K 0.17% 112
2024
Q4 		$1.9M Sell
18,756
-1,565,999
-99% -$156M 0.16% 117
2024
Q3 		$16.6K Buy
1,584,755
+1,569,612
+10,365% +$145M 0.05% 312
2024
Q2 		$1.4M Buy
15,143
+1,783
+13% +$154K 0.13% 145
2024
Q1 		$1.13M Sell
13,360
-58
-0.4% -$4.66K 0.12% 186
2023
Q4 		$1.01M Buy
13,418
+2
+0% +$142 0.13% 177
2023
Q3 		$914K Sell
13,416
-2,556
-16% -$181K 0.13% 157
2023
Q2 		$1.13M Buy
15,972
+90
+0.6% +$5.95K 0.15% 135
2023
Q1 		$1.01M Sell
15,882
-6,504
-29% -$398K 0.15% 143
2022
Q4 		$1.31M Buy
22,386
+3,135
+16% +$188K 0.14% 153
2022
Q3 		$1.11M Buy
19,251
+2,500
+15% +$162K 0.24% 93
2022
Q2 		$1.01K Buy
16,751
+3,554
+27% +$235K 0.09% 116
2022
Q1 		$1.01M Buy
13,197
+1,163
+10% +$87.4K 0.18% 118
2021
Q4 		$1.01M Sell
12,034
-849
-7% -$68.4K 0.18% 135
2021
Q3 		$952K Buy
12,883
+104
+0.8% +$7.93K 0.17% 145
2021
Q2 		$929K Sell
12,779
-12,012
-48% -$831K 0.17% 138
2021
Q1 		$1.6M Buy
24,791
+12,508
+102% +$809K 0.15% 142
2020
Q4 		$784K Sell
12,283
-2,201
-15% -$133K 0.14% 140
2020
Q3 		$837K Sell
14,484
-1,092
-7% -$61.8K 0.21% 111
2020
Q2 		$808K Sell
15,576
-196
-1% -$9.4K 0.19% 107
2020
Q1 		$651K Buy
+15,772
New +$746K 0.2% 104

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

International Assets Investment Management's IVW Position: Q2 2026 in Review

International Assets Investment Management increased its iShares S&P 500 Growth ETF (IVW) stake by 5.9% in Q2 2026, buying an estimated $164K and bringing the position to 22,313 shares worth $3.05M. The position accounts for 0.18% of the portfolio, ranked #107.

International Assets Investment Management first reported a position in IVW in Q1 2020 and has held it in 26 quarters since. 1,785 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • International Assets Investment Management held 22,313 shares of iShares S&P 500 Growth ETF worth $3.05M as of Q2 2026.
  • International Assets Investment Management bought 1,242 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $164K.
  • iShares S&P 500 Growth ETF made up 0.18% of International Assets Investment Management's portfolio in Q2 2026, its #107 holding.
  • International Assets Investment Management first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,785 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.