Investment Research & Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Investment Research & Advisory Group’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	$974K	Buy	7,080 +6	+0.1%	+$792	0.3%	50
2026 Q1	$800K	Buy	7,074 +6	+0.1%	+$722	0.28%	50
2025 Q4	$871K	Buy	7,068 +8	+0.1%	+$979	0.29%	50
2025 Q3	$852K	Sell	7,060 -83	-1%	-$9.55K	0.29%	50
2025 Q2	$786K	Buy	7,143 +8	+0.1%	+$792	0.29%	49
2025 Q1	$662K	Hold	7,135	–	–	0.28%	48
2024 Q4	$724K	Hold	7,135	–	–	0.3%	49
2024 Q3	$683K	Hold	7,135	–	–	0.29%	49
2024 Q2	$660K	Hold	7,135	–	–	0.29%	50
2024 Q1	$602K	Hold	7,135	–	–	0.28%	47
2023 Q4	$536K	Hold	7,135	–	–	0.27%	52
2023 Q3	$488K	Hold	7,135	–	–	0.28%	51
2023 Q2	$503K	Hold	7,135	–	–	0.29%	48
2023 Q1	$456K	Hold	7,135	–	–	0.29%	49
2022 Q4	$417K	Hold	7,135	–	–	0.27%	49
2022 Q3	$413K	Hold	7,135	–	–	0.31%	48
2022 Q2	$431K	Hold	7,135	–	–	0.31%	47
2022 Q1	$546K	Sell	7,135 -2	-0%	-$150	0.34%	44
2021 Q4	$597K	Sell	7,137 -3,027	-30%	-$244K	0.36%	43
2021 Q3	$756K	Hold	10,164	–	–	0.5%	39
2021 Q2	$739K	Buy	+10,164	New	+$704K	0.49%	39

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investment Research & Advisory Group's IVW Position: Q2 2026 in Review

Investment Research & Advisory Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.08% in Q2 2026, buying an estimated $792 and bringing the position to 7,080 shares worth $974K. The position accounts for 0.3% of the portfolio, ranked #50.

Investment Research & Advisory Group first reported a position in IVW in Q2 2021 and has held it in 21 quarters since. 931 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Investment Research & Advisory Group held 7,080 shares of iShares S&P 500 Growth ETF worth $974K as of Q2 2026.
Investment Research & Advisory Group bought 6 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $792.
iShares S&P 500 Growth ETF made up 0.3% of Investment Research & Advisory Group's portfolio in Q2 2026, its #50 holding.
Investment Research & Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 21 quarters since.
931 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.