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INVST’s iShares S&P 500 Growth ETF IVW Stock Holding History

INVST’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 		$16.8M Sell
122,333
-1,197
-1% -$158K 1.64% 14
2026
Q1 		$14M Sell
123,530
-1,851
-1% -$223K 1.58% 17
2025
Q4 		$15.5M Sell
125,381
-11,801
-9% -$1.44M 1.68% 18
2025
Q3 		$16.6M Sell
137,182
-6,564
-5% -$755K 1.88% 11
2025
Q2 		$15.8M Buy
143,746
+2,047
+1% +$203K 1.97% 11
2025
Q1 		$13.2M Sell
141,699
-96,916
-41% -$9.77M 1.8% 12
2024
Q4 		$24.2M Sell
238,615
-5,646
-2% -$563K 2.94% 6
2024
Q3 		$23.4M Sell
244,261
-141,355
-37% -$13.1M 2.83% 7
2024
Q2 		$36M Buy
385,616
+179,491
+87% +$15.5M 3.97% 3
2024
Q1 		$17.4M Buy
206,125
+201,145
+4,039% +$16.2M 2.07% 13
2023
Q4 		$399K Sell
4,980
-60,239
-92% -$4.29M 0.05% 160
2023
Q3 		$4.46M Buy
65,219
+61,968
+1,906% +$4.39M 0.65% 35
2023
Q2 		$229K Buy
+3,251
New +$215K 0.03% 165

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

INVST's IVW Position: Q2 2026 in Review

INVST reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.97% in Q2 2026, selling an estimated $158K and leaving 122,333 shares worth $16.8M. The position accounts for 1.64% of the portfolio, ranked #14.

INVST first reported a position in IVW in Q2 2023 and has held it in 13 quarters since. The position peaked at $36M in Q2 2024. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • INVST held 122,333 shares of iShares S&P 500 Growth ETF worth $16.8M as of Q2 2026.
  • INVST sold 1,197 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $158K.
  • iShares S&P 500 Growth ETF made up 1.64% of INVST's portfolio in Q2 2026, its #14 holding.
  • INVST first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • INVST's iShares S&P 500 Growth ETF position peaked at $36M in Q2 2024.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.