Ironwood Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.2M | Sell |
133,209
-12,882
| -9% | -$1.7M | 2.85% | 6 |
|
|
2026
Q1 | $16.5M | Sell |
146,091
-2,383
| -2% | -$287K | 2.89% | 6 |
|
|
2025
Q4 | $18.6M | Sell |
148,474
-13,809
| -9% | -$1.69M | 3.15% | 5 |
|
|
2025
Q3 | $19.6M | Sell |
162,283
-8,701
| -5% | -$1M | 3.47% | 5 |
|
|
2025
Q2 | $15.9M | Hold |
170,984
| – | – | 3.4% | 5 |
|
|
2025
Q1 | $15.9M | Buy |
170,984
+528
| +0.3% | +$53.2K | 3.4% | 5 |
|
|
2024
Q4 | $17.3M | Sell |
170,456
-2,081
| -1% | -$208K | 3.63% | 5 |
|
|
2024
Q3 | $16.5M | Buy |
172,537
+1,063
| +0.6% | +$98.1K | 3.47% | 5 |
|
|
2024
Q2 | $15.9M | Sell |
171,474
-280
| -0.2% | -$24.1K | 3.56% | 5 |
|
|
2024
Q1 | $14.5M | Sell |
171,754
-434
| -0.3% | -$34.9K | 3.33% | 5 |
|
|
2023
Q4 | $12.9M | Sell |
172,188
-2,511
| -1% | -$179K | 3.13% | 5 |
|
|
2023
Q3 | $12M | Sell |
174,699
-2,740
| -2% | -$194K | 3.21% | 6 |
|
|
2023
Q2 | $12.5M | Buy |
177,439
+2,262
| +1% | +$150K | 3.29% | 5 |
|
|
2023
Q1 | $11.2M | Sell |
175,177
-782
| -0.4% | -$47.8K | 3.12% | 5 |
|
|
2022
Q4 | $10.3M | Sell |
175,959
-4,727
| -3% | -$284K | 3.21% | 5 |
|
|
2022
Q3 | $10.5M | Sell |
180,686
-2,123
| -1% | -$138K | 3.47% | 4 |
|
|
2022
Q2 | $11M | Sell |
182,809
-1,708
| -0.9% | -$113K | 3.54% | 4 |
|
|
2022
Q1 | $14.3M | Buy |
184,517
+29,518
| +19% | +$2.22M | 4.05% | 4 |
|
|
2021
Q4 | $13M | Buy |
154,999
+9,962
| +7% | +$803K | 3.55% | 5 |
|
|
2021
Q3 | $10.7M | Buy |
145,037
+826
| +0.6% | +$63K | 3.14% | 6 |
|
|
2021
Q2 | $10.5M | Buy |
144,211
+621
| +0.4% | +$43K | 3.15% | 6 |
|
|
2021
Q1 | $9.35M | Sell |
143,590
-12,431
| -8% | -$804K | 3.05% | 7 |
|
|
2020
Q4 | $9.96M | Buy |
156,021
+12,869
| +9% | +$780K | 3.73% | 6 |
|
|
2020
Q3 | $8.27M | Buy |
143,152
+115,344
| +415% | +$6.53M | 4.15% | 8 |
|
|
2020
Q2 | $1.44M | Buy |
27,808
+18,528
| +200% | +$888K | 0.78% | 21 |
|
|
2020
Q1 | $383K | Sell |
9,280
-36,472
| -80% | -$1.72M | 0.26% | 29 |
|
|
2019
Q4 | $2.21M | Sell |
45,752
-1,580
| -3% | -$73.2K | 1.01% | 20 |
|
|
2019
Q3 | $2.13M | Sell |
47,332
-208
| -0.4% | -$9.41K | 1.02% | 19 |
|
|
2019
Q2 | $2.13M | Sell |
47,540
-1,416
| -3% | -$62.3K | 1.05% | 23 |
|
|
2019
Q1 | $2.11M | Sell |
48,956
-336
| -0.7% | -$13.8K | 1.09% | 25 |
|
|
2018
Q4 | $1.86M | Buy |
49,292
+940
| +2% | +$38K | 1.04% | 21 |
|
|
2018
Q3 | $2.14M | Buy |
48,352
+960
| +2% | +$41.3K | 1.14% | 18 |
|
|
2018
Q2 | $1.93M | Buy |
47,392
+468
| +1% | +$18.8K | 1.12% | 17 |
|
|
2018
Q1 | $1.82M | Buy |
46,924
+440
| +0.9% | +$17.6K | 1.97% | 11 |
|
|
2017
Q4 | $1.77M | Sell |
46,484
-624
| -1% | -$23.3K | 1.07% | 21 |
|
|
2017
Q3 | $1.69M | Sell |
47,108
-560
| -1% | -$19.7K | 1.04% | 22 |
|
|
2017
Q2 | $1.63M | Sell |
47,668
-100
| -0.2% | -$3.39K | 1.05% | 16 |
|
|
2017
Q1 | $1.57M | Sell |
47,768
-5,224
| -10% | -$168K | 1.04% | 17 |
|
|
2016
Q4 | $1.61M | Sell |
52,992
-1,912
| -3% | -$57.8K | 1.13% | 18 |
|
|
2016
Q3 | $1.67M | Sell |
54,904
-9,240
| -14% | -$280K | 1.2% | 16 |
|
|
2016
Q2 | $1.87M | Sell |
64,144
-5,656
| -8% | -$164K | 1.4% | 16 |
|
|
2016
Q1 | $2.02M | Buy |
+69,800
| New | +$1.92M | 1.56% | 16 |
|
|
2015
Q3 | $2M | Sell |
74,256
-108
| -0.1% | -$3.07K | 0.98% | 25 |
|
|
2015
Q2 | $2.12M | Sell |
74,364
-3,368
| -4% | -$97.6K | 1% | 25 |
|
|
2015
Q1 | $2.21M | Buy |
77,732
+4,864
| +7% | +$138K | 1.07% | 26 |
|
|
2014
Q4 | $2.03M | Buy |
+72,868
| New | +$1.99M | 1.12% | 22 |
|
Other funds holding IVW
Ironwood Financial's IVW Position: Q2 2026 in Review
Ironwood Financial reduced its iShares S&P 500 Growth ETF (IVW) stake by 8.8% in Q2 2026, selling an estimated $1.7M and leaving 133,209 shares worth $18.2M. The position accounts for 2.85% of the portfolio, ranked #6.
Ironwood Financial first reported a position in IVW in Q4 2014 and has held it in 46 quarters since. The position peaked at $19.6M in Q3 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Ironwood Financial held 133,209 shares of iShares S&P 500 Growth ETF worth $18.2M as of Q2 2026.
- Ironwood Financial sold 12,882 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.7M.
- iShares S&P 500 Growth ETF made up 2.85% of Ironwood Financial's portfolio in Q2 2026, its #6 holding.
- Ironwood Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 46 quarters since.
- Ironwood Financial's iShares S&P 500 Growth ETF position peaked at $19.6M in Q3 2025.
- 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.