IRC
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Investors Research Corp’s iShares S&P 500 Growth ETF IVW Stock Holding History

Investors Research Corp’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 		$745K Buy
5,414
+75
+1% +$9.9K 0.13% 133
2026
Q1 		$604K Buy
5,339
+651
+14% +$78.3K 0.12% 158
2025
Q4 		$578K Buy
4,688
+378
+9% +$46.3K 0.11% 182
2025
Q3 		$520K Buy
4,310
+817
+23% +$94K 0.1% 196
2025
Q2 		$385K Buy
3,493
+1,187
+51% +$117K 0.08% 225
2025
Q1 		$214K Buy
2,306
+907
+65% +$91.4K 0.05% 281
2024
Q4 		$142K Buy
1,399
+464
+50% +$46.3K 0.03% 345
2024
Q3 		$89.5K Buy
935
+522
+126% +$48.2K 0.02% 405
2024
Q2 		$38.2K Buy
+413
New +$35.6K 0.01% 533

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Investors Research Corp's IVW Position: Q2 2026 in Review

Investors Research Corp increased its iShares S&P 500 Growth ETF (IVW) stake by 1.4% in Q2 2026, buying an estimated $9.9K and bringing the position to 5,414 shares worth $745K. The position accounts for 0.13% of the portfolio, ranked #133.

Investors Research Corp first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. 620 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Investors Research Corp held 5,414 shares of iShares S&P 500 Growth ETF worth $745K as of Q2 2026.
  • Investors Research Corp bought 75 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $9.9K.
  • iShares S&P 500 Growth ETF made up 0.13% of Investors Research Corp's portfolio in Q2 2026, its #133 holding.
  • Investors Research Corp first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 620 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.