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JT Stratford LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

JT Stratford LLC’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 		$4.26M Sell
30,964
-731
-2% -$96.5K 0.47% 51
2026
Q1 		$3.59M Buy
31,695
+1,510
+5% +$182K 0.46% 50
2025
Q4 		$3.72M Sell
30,185
-7,299
-19% -$893K 0.48% 43
2025
Q3 		$4.53M Buy
37,484
+252
+0.7% +$29K 0.61% 35
2025
Q2 		$4.1M Sell
37,232
-1,493
-4% -$148K 0.62% 32
2025
Q1 		$3.59M Buy
38,725
+3,074
+9% +$310K 0.64% 29
2024
Q4 		$3.62M Buy
35,651
+719
+2% +$71.7K 0.6% 33
2024
Q3 		$3.34M Sell
34,932
-43
-0.1% -$3.97K 0.57% 33
2024
Q2 		$3.24M Buy
34,975
+2,853
+9% +$246K 0.6% 34
2024
Q1 		$2.71M Buy
32,122
+8,636
+37% +$694K 0.54% 36
2023
Q4 		$1.76M Buy
23,486
+380
+2% +$27K 0.4% 57
2023
Q3 		$1.58M Sell
23,106
-4,495
-16% -$318K 0.41% 63
2023
Q2 		$1.95M Sell
27,601
-3,681
-12% -$243K 0.52% 46
2023
Q1 		$2M Sell
31,282
-1,443
-4% -$88.2K 0.57% 43
2022
Q4 		$1.91M Buy
+32,725
New +$1.96M 0.61% 35
2021
Q2 		– Sell
-14,309
Closed -$932K – 214
2021
Q1 		$932K Buy
+14,309
New +$925K 0.33% 79

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

JT Stratford LLC's IVW Position: Q2 2026 in Review

JT Stratford LLC reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.3% in Q2 2026, selling an estimated $96.5K and leaving 30,964 shares worth $4.26M. The position accounts for 0.47% of the portfolio, ranked #51.

JT Stratford LLC first reported a position in IVW in Q1 2021 and has held it in 16 quarters since. The position peaked at $4.53M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • JT Stratford LLC held 30,964 shares of iShares S&P 500 Growth ETF worth $4.26M as of Q2 2026.
  • JT Stratford LLC sold 731 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $96.5K.
  • iShares S&P 500 Growth ETF made up 0.47% of JT Stratford LLC's portfolio in Q2 2026, its #51 holding.
  • JT Stratford LLC first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 16 quarters since.
  • JT Stratford LLC's iShares S&P 500 Growth ETF position peaked at $4.53M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.