JGP Wealth Management’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 | $664K | Sell |
4,831
-5
| -0.1% | -$660 | 0.06% | 139 |
|
|
2026
Q1 | $547K | Hold |
4,836
| – | – | 0.06% | 139 |
|
|
2025
Q4 | $596K | Buy |
4,836
+10
| +0.2% | +$1.22K | 0.06% | 136 |
|
|
2025
Q3 | $586K | Sell |
4,826
-1,121
| -19% | -$129K | 0.06% | 131 |
|
|
2025
Q2 | $655K | Sell |
5,947
-35
| -0.6% | -$3.46K | 0.08% | 121 |
|
|
2025
Q1 | $555K | Buy |
5,982
+25
| +0.4% | +$2.52K | 0.07% | 117 |
|
|
2024
Q4 | $605K | Buy |
5,957
+61
| +1% | +$6.08K | 0.08% | 121 |
|
|
2024
Q3 | $565K | Sell |
5,896
-187
| -3% | -$17.3K | 0.07% | 120 |
|
|
2024
Q2 | $563K | Buy |
6,083
+1,444
| +31% | +$124K | 0.08% | 118 |
|
|
2024
Q1 | $392K | Sell |
4,639
-4,382
| -49% | -$352K | 0.06% | 129 |
|
|
2023
Q4 | $677K | Sell |
9,021
-22,065
| -71% | -$1.57M | 0.1% | 106 |
|
|
2023
Q3 | $2.13M | Sell |
31,086
-1,566
| -5% | -$111K | 0.36% | 57 |
|
|
2023
Q2 | $2.3M | Buy |
32,652
+1,396
| +4% | +$92.3K | 0.38% | 55 |
|
|
2023
Q1 | $2M | Sell |
31,256
-69
| -0.2% | -$4.22K | 0.35% | 57 |
|
|
2022
Q4 | $1.83M | Buy |
31,325
+2,762
| +10% | +$166K | 0.34% | 59 |
|
|
2022
Q3 | $1.67M | Buy |
28,563
+2,062
| +8% | +$134K | 0.35% | 57 |
|
|
2022
Q2 | $1.65M | Buy |
26,501
+1,490
| +6% | +$98.6K | 0.33% | 58 |
|
|
2022
Q1 | $1.86M | Buy |
25,011
+2,433
| +11% | +$183K | 0.34% | 57 |
|
|
2021
Q4 | $1.83M | Buy |
22,578
+161
| +0.7% | +$13K | 0.34% | 56 |
|
|
2021
Q3 | $1.66M | Buy |
22,417
+356
| +2% | +$27.1K | 0.36% | 54 |
|
|
2021
Q2 | $1.6M | Sell |
22,061
-1,385
| -6% | -$95.9K | 0.34% | 55 |
|
|
2021
Q1 | $1.53M | Buy |
23,446
+174
| +0.7% | +$11.2K | 0.34% | 57 |
|
|
2020
Q4 | $1.54M | Buy |
23,272
+468
| +2% | +$28.4K | 0.36% | 54 |
|
|
2020
Q3 | $1.33M | Buy |
22,804
+284
| +1% | +$16.1K | 0.35% | 57 |
|
|
2020
Q2 | $1.21M | Buy |
22,520
+1,764
| +8% | +$84.6K | 0.36% | 55 |
|
|
2020
Q1 | $909K | Buy |
20,756
+2,196
| +12% | +$104K | 0.32% | 69 |
|
|
2019
Q4 | $909K | Buy |
18,560
+604
| +3% | +$28K | 0.27% | 76 |
|
|
2019
Q3 | $785K | Buy |
17,956
+1,032
| +6% | +$46.7K | 0.27% | 79 |
|
|
2019
Q2 | $758K | Buy |
16,924
+892
| +6% | +$39.2K | 0.27% | 79 |
|
|
2019
Q1 | $691K | Buy |
16,032
+4,164
| +35% | +$171K | 0.26% | 82 |
|
|
2018
Q4 | $447K | Buy |
11,868
+3,056
| +35% | +$124K | 0.18% | 88 |
|
|
2018
Q3 | $392K | Buy |
8,812
+3,552
| +68% | +$153K | 0.16% | 92 |
|
|
2018
Q2 | $214K | Buy |
+5,260
| New | +$211K | 0.09% | 114 |
|
Other funds holding IVW
JGP Wealth Management's IVW Position: Q2 2026 in Review
JGP Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.1% in Q2 2026, selling an estimated $660 and leaving 4,831 shares worth $664K. The position accounts for 0.06% of the portfolio, ranked #139.
JGP Wealth Management first reported a position in IVW in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.3M in Q2 2023. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- JGP Wealth Management held 4,831 shares of iShares S&P 500 Growth ETF worth $664K as of Q2 2026.
- JGP Wealth Management sold 5 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $660.
- iShares S&P 500 Growth ETF made up 0.06% of JGP Wealth Management's portfolio in Q2 2026, its #139 holding.
- JGP Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and has held it in 33 quarters since.
- JGP Wealth Management's iShares S&P 500 Growth ETF position peaked at $2.3M in Q2 2023.
- 2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.