J.W. Burns & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

J.W. Burns & Co’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	$1.34M	Buy	9,746 +491	+5%	+$64.8K	0.14%	89
2026 Q1	$1.05M	Sell	9,255 -134	-1%	-$16.1K	0.12%	97
2025 Q4	$1.16M	Buy	9,389 +409	+5%	+$50.1K	0.13%	92
2025 Q3	$1.08M	Sell	8,980 -75	-0.8%	-$8.63K	0.12%	100
2025 Q2	$997K	Sell	9,055 -307	-3%	-$30.4K	0.12%	100
2025 Q1	$869K	Hold	9,362	–	–	0.11%	104
2024 Q4	$951K	Hold	9,362	–	–	0.12%	99
2024 Q3	$896K	Hold	9,362	–	–	0.12%	106
2024 Q2	$866K	Sell	9,362 -150	-2%	-$12.9K	0.12%	100
2024 Q1	$803K	Hold	9,512	–	–	0.11%	109
2023 Q4	$714K	Buy	9,512 +582	+7%	+$41.4K	0.11%	110
2023 Q3	$611K	Sell	8,930 -418	-4%	-$29.6K	0.1%	117
2023 Q2	$659K	Hold	9,348	–	–	0.11%	106
2023 Q1	$597K	Sell	9,348 -405	-4%	-$24.8K	0.1%	108
2022 Q4	$571K	Sell	9,753 -125	-1%	-$7.51K	0.1%	107
2022 Q3	$571K	Hold	9,878	–	–	0.11%	107
2022 Q2	$596K	Sell	9,878 -825	-8%	-$54.6K	0.11%	106
2022 Q1	$817K	Sell	10,703 -25	-0.2%	-$1.88K	0.13%	99
2021 Q4	$898K	Sell	10,728 -125	-1%	-$10.1K	0.13%	97
2021 Q3	$802K	Hold	10,853	–	–	0.13%	105
2021 Q2	$789K	Sell	10,853 -1,225	-10%	-$84.8K	0.12%	105
2021 Q1	$786K	Sell	12,078 -515	-4%	-$33.3K	0.13%	100
2020 Q4	$804K	Sell	12,593 -155	-1%	-$9.4K	0.14%	97
2020 Q3	$736K	Sell	12,748 -240	-2%	-$13.6K	0.15%	94
2020 Q2	$674K	Sell	12,988 -240	-2%	-$11.5K	0.15%	96
2020 Q1	$546K	Sell	13,228 -140	-1%	-$6.62K	0.15%	97
2019 Q4	$647K	Sell	13,368 -320	-2%	-$14.8K	0.14%	109
2019 Q3	$616K	Sell	13,688 -160	-1%	-$7.24K	0.14%	107
2019 Q2	$621K	Hold	13,848	–	–	0.14%	106
2019 Q1	$597K	Sell	13,848 -400	-3%	-$16.4K	0.15%	107
2018 Q4	$537K	Sell	14,248 -1,140	-7%	-$46.1K	0.15%	104
2018 Q3	$682K	Sell	15,388 -100	-0.6%	-$4.3K	0.16%	105
2018 Q2	$630K	Sell	15,488 -1,500	-9%	-$60.2K	0.16%	106
2018 Q1	$659K	Hold	16,988	–	–	0.17%	104
2017 Q4	$649K	Sell	16,988 -500	-3%	-$18.7K	0.16%	105
2017 Q3	$627K	Sell	17,488 -2,620	-13%	-$92.3K	0.17%	108
2017 Q2	$688K	Sell	20,108 -200	-1%	-$6.78K	0.19%	106
2017 Q1	$668K	Sell	20,308 -300	-1%	-$9.63K	0.18%	105
2016 Q4	$627K	Buy	20,608 +1,592	+8%	+$48.1K	0.18%	105
2016 Q3	$578K	Sell	19,016 -800	-4%	-$24.3K	0.18%	102
2016 Q2	$578K	Buy	19,816 +220	+1%	+$6.38K	0.18%	105
2016 Q1	$568K	Sell	19,596 -176	-0.9%	-$4.84K	0.18%	99
2015 Q4	$572K	Sell	19,772 -300	-1%	-$8.72K	0.18%	101
2015 Q3	$541K	Sell	20,072 -1,396	-7%	-$39.7K	0.19%	97
2015 Q2	$611K	Hold	21,468	–	–	0.2%	95
2015 Q1	$612K	Hold	21,468	–	–	0.2%	97
2014 Q4	$599K	Buy	21,468 +204	+1%	+$5.57K	0.2%	97
2014 Q3	$568K	Sell	21,264 -100	-0.5%	-$2.67K	0.19%	95
2014 Q2	$562K	Hold	21,364	–	–	0.19%	101
2014 Q1	$533K	Sell	21,364 -96	-0.4%	-$2.37K	0.19%	99
2013 Q4	$530K	Hold	21,460	–	–	0.18%	96
2013 Q3	$479K	Sell	21,460 -180	-0.8%	-$3.97K	0.18%	99
2013 Q2	$454K	Buy	+21,640	New	+$459K	0.19%	98

Other funds holding IVW

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

CCWA

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

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

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

J.W. Burns & Co's IVW Position: Q2 2026 in Review

J.W. Burns & Co increased its iShares S&P 500 Growth ETF (IVW) stake by 5.3% in Q2 2026, buying an estimated $64.8K and bringing the position to 9,746 shares worth $1.34M. The position accounts for 0.14% of the portfolio, ranked #89.

J.W. Burns & Co first reported a position in IVW in Q2 2013 and has held it in 53 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

J.W. Burns & Co held 9,746 shares of iShares S&P 500 Growth ETF worth $1.34M as of Q2 2026.
J.W. Burns & Co bought 491 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $64.8K.
iShares S&P 500 Growth ETF made up 0.14% of J.W. Burns & Co's portfolio in Q2 2026, its #89 holding.
J.W. Burns & Co first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 53 quarters since.
425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.