Jackson Grant Investment Advisers’s iShares S&P 500 Growth ETF IVW Stock Holding History

Jackson Grant Investment Advisers’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	$965K	Buy	7,015 +7	+0.1%	+$924	0.3%	55
2026 Q1	$793K	Buy	7,008 +6	+0.1%	+$722	0.26%	62
2025 Q4	$863K	Sell	7,002 -163	-2%	-$19.9K	0.28%	53
2025 Q3	$865K	Buy	7,165 +8	+0.1%	+$920	0.29%	50
2025 Q2	$788K	Buy	7,157 +8	+0.1%	+$792	0.29%	50
2025 Q1	$664K	Buy	7,149 +8	+0.1%	+$807	0.26%	55
2024 Q4	$725K	Buy	7,141 +9	+0.1%	+$898	0.28%	50
2024 Q3	$683K	Buy	7,132 +11	+0.2%	+$1.02K	0.26%	56
2024 Q2	$659K	Buy	7,121 +5	+0.1%	+$431	0.27%	57
2024 Q1	$601K	Buy	7,116 +7	+0.1%	+$562	0.25%	58
2023 Q4	$534K	Buy	7,109 +20	+0.3%	+$1.42K	0.24%	60
2023 Q3	$485K	Buy	7,089 +22	+0.3%	+$1.56K	0.23%	58
2023 Q2	$498K	Buy	7,067 +15	+0.2%	+$992	0.23%	60
2023 Q1	$451K	Buy	7,052 +191	+3%	+$11.7K	0.21%	67
2022 Q4	$401K	Buy	6,861 +15	+0.2%	+$901	0.19%	68
2022 Q3	$396K	Buy	6,846 +18	+0.3%	+$1.17K	0.21%	66
2022 Q2	$412K	Buy	6,828 +12	+0.2%	+$794	0.2%	67
2022 Q1	$521K	Buy	6,816 +11	+0.2%	+$826	0.22%	60
2021 Q4	$569K	Buy	6,805 +8	+0.1%	+$644	0.29%	48
2021 Q3	$502K	Buy	6,797 +10	+0.1%	+$762	0.22%	60
2021 Q2	$494K	Buy	6,787 +8	+0.1%	+$554	0.22%	60
2021 Q1	$441K	Buy	6,779 +10	+0.1%	+$646	0.2%	66
2020 Q4	$432K	Buy	6,769 +17	+0.3%	+$1.03K	0.22%	59
2020 Q3	$390K	Buy	6,752 +16	+0.2%	+$906	0.23%	57
2020 Q2	$349K	Buy	6,736 +12	+0.2%	+$575	0.22%	57
2020 Q1	$277K	Buy	6,724 +24	+0.4%	+$1.14K	0.2%	62
2019 Q4	$324K	Buy	6,700 +40	+0.6%	+$1.85K	0.18%	70
2019 Q3	$300K	Buy	6,660 +24	+0.4%	+$1.09K	0.17%	68
2019 Q2	$297K	Buy	6,636 +1,036	+19%	+$45.6K	0.17%	67
2019 Q1	$241K	Buy	5,600 +16	+0.3%	+$656	0.14%	74
2018 Q4	$210K	Buy	5,584 +36	+0.6%	+$1.46K	0.15%	75
2018 Q3	$246K	Buy	5,548 +16	+0.3%	+$688	0.15%	73
2018 Q2	$225K	Hold	5,532	–	–	0.15%	75
2018 Q1	$215K	Buy	5,532 +16	+0.3%	+$638	0.15%	78
2017 Q4	$211K	Buy	5,516 +40	+0.7%	+$1.5K	0.14%	78
2017 Q3	$196K	Buy	5,476 +20	+0.4%	+$704	0.14%	76
2017 Q2	$187K	Buy	5,456 +16	+0.3%	+$542	0.15%	73
2017 Q1	$179K	Hold	5,440	–	–	0.14%	72
2016 Q4	$166K	Buy	5,440 +40	+0.7%	+$1.21K	0.14%	71
2016 Q3	$164K	Hold	5,400	–	–	0.14%	68
2016 Q2	$157K	Buy	5,400 +44	+0.8%	+$1.28K	0.14%	64
2016 Q1	$155K	Buy	5,356 +24	+0.5%	+$660	0.14%	66
2015 Q4	$154K	Buy	+5,332	New	+$155K	0.15%	65

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Jackson Grant Investment Advisers's IVW Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its iShares S&P 500 Growth ETF (IVW) stake by 0.1% in Q2 2026, buying an estimated $924 and bringing the position to 7,015 shares worth $965K. The position accounts for 0.3% of the portfolio, ranked #55.

Jackson Grant Investment Advisers first reported a position in IVW in Q4 2015 and has held it in 43 quarters since. 1,118 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Jackson Grant Investment Advisers held 7,015 shares of iShares S&P 500 Growth ETF worth $965K as of Q2 2026.
Jackson Grant Investment Advisers bought 7 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $924.
iShares S&P 500 Growth ETF made up 0.3% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #55 holding.
Jackson Grant Investment Advisers first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 43 quarters since.
1,118 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.