JO
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John Overdeck’s iShares S&P 500 Growth ETF IVW Stock Holding History

John Overdeck’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
2020
Q2 		– Sell
-5,600
Closed -$231K – 3230
2020
Q1 		$231K Buy
+5,600
New +$265K ﹤0.01% 2551

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

John Overdeck's IVW Position: Q2 2026 in Review

John Overdeck reduced its iShares S&P 500 Growth ETF (IVW) stake by 64% in Q2 2026, selling an estimated $165M and leaving 717,831 shares worth $98.7M. The position accounts for 0.07% of the portfolio, ranked #313.

John Overdeck first reported a position in IVW in Q3 2013 and has held it in 45 quarters since. The position peaked at $223M in Q1 2026. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • John Overdeck held 717,831 shares of iShares S&P 500 Growth ETF worth $98.7M as of Q2 2026.
  • John Overdeck sold 1,252,800 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $165M.
  • iShares S&P 500 Growth ETF made up 0.07% of John Overdeck's portfolio in Q2 2026, its #313 holding.
  • John Overdeck first reported a position in iShares S&P 500 Growth ETF in Q3 2013 and has held it in 45 quarters since.
  • John Overdeck's iShares S&P 500 Growth ETF position peaked at $223M in Q1 2026.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.