Ironwood Investment Counsel’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ironwood Investment Counsel’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 Q1	$1.06M	Sell	9,390 -60	-0.6%	-$7.22K	0.15%	120
2025 Q4	$1.16M	Buy	9,450 +257	+3%	+$31.5K	0.16%	118
2025 Q3	$1.11M	Buy	9,193 +57	+0.6%	+$6.56K	0.16%	118
2025 Q2	$1.01M	Buy	9,136 +1,284	+16%	+$127K	0.16%	118
2025 Q1	$729K	Hold	7,852	–	–	0.13%	134
2024 Q4	$797K	Hold	7,852	–	–	0.14%	129
2024 Q3	$752K	Hold	7,852	–	–	0.13%	137
2024 Q2	$727K	Hold	7,852	–	–	0.13%	137
2024 Q1	$663K	Hold	7,852	–	–	0.12%	149
2023 Q4	$590K	Hold	7,852	–	–	0.11%	154
2023 Q3	$206K	Hold	7,852	–	–	0.04%	230
2023 Q2	$553K	Hold	7,852	–	–	0.12%	123
2023 Q1	$502K	Hold	7,852	–	–	0.12%	125
2022 Q4	$459K	Hold	7,852	–	–	0.11%	134
2022 Q3	$454K	Hold	7,852	–	–	0.13%	121
2022 Q2	$473K	Buy	7,852 +3,600	+85%	+$238K	0.13%	118
2022 Q1	$324K	Sell	4,252 -2,872	-40%	-$216K	0.08%	155
2021 Q4	$596K	Buy	7,124 +3	+0%	+$242	0.14%	117
2021 Q3	$526K	Buy	7,121 +4	+0.1%	+$305	0.13%	119
2021 Q2	$517K	Buy	7,117 +4	+0.1%	+$277	0.14%	119
2021 Q1	$463K	Buy	7,113 +4	+0.1%	+$259	0.13%	127
2020 Q4	$453K	Buy	7,109 +9	+0.1%	+$546	0.1%	142
2020 Q3	$410K	Buy	7,100 +2,200	+45%	+$125K	0.11%	129
2020 Q2	$254K	Buy	+4,900	New	+$235K	0.08%	161
2020 Q1	–	Sell	-4,252	Closed	-$205K	–	175
2019 Q4	$205K	Buy	+4,252	New	+$197K	0.07%	169

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ironwood Investment Counsel's IVW Position: Q1 2026 in Review

Ironwood Investment Counsel reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.63% in Q1 2026, selling an estimated $7.22K and leaving 9,390 shares worth $1.06M. The position accounts for 0.15% of the portfolio, ranked #120.

Ironwood Investment Counsel first reported a position in IVW in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.16M in Q4 2025. 2,042 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Ironwood Investment Counsel held 9,390 shares of iShares S&P 500 Growth ETF worth $1.06M as of Q1 2026.
Ironwood Investment Counsel sold 60 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $7.22K.
iShares S&P 500 Growth ETF made up 0.15% of Ironwood Investment Counsel's portfolio in Q1 2026, its #120 holding.
Ironwood Investment Counsel first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 25 quarters since.
Ironwood Investment Counsel's iShares S&P 500 Growth ETF position peaked at $1.16M in Q4 2025.
2,042 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.