Kovitz Investment Group Partners
IVW icon

Kovitz Investment Group Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Kovitz Investment Group Partners’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
Q1 		$1.9M Sell
16,787
-973
-5% -$117K 0.04% 235
2025
Q4 		$2.19M Sell
17,760
-874,829
-98% -$107M 0.05% 223
2025
Q3 		$108M Buy
892,589
+23,402
+3% +$2.69M 0.42% 59
2025
Q2 		$95.7M Buy
869,187
+288,120
+50% +$28.5M 0.41% 65
2025
Q1 		$53.9M Buy
581,067
+8,449
+1% +$852K 0.27% 89
2024
Q4 		$58.1M Sell
572,618
-8,798
-2% -$878K 0.29% 80
2024
Q3 		$3.68M Buy
581,416
+24,822
+4% +$2.29M 0.03% 390
2024
Q2 		$51.5M Buy
+556,594
New +$48M 0.44% 51
2023
Q2 		– Sell
-262,042
Closed -$16.7M – 426
2023
Q1 		$16.7M Sell
262,042
-17,109
-6% -$1.05M 0.29% 52
2022
Q4 		$16.3M Buy
279,151
+30,269
+12% +$1.82M 0.32% 47
2022
Q3 		$14.4M Sell
248,882
-1,871
-0.7% -$122K 0.33% 45
2022
Q2 		$15.1M Buy
250,753
+648
+0.3% +$42.9K 0.34% 47
2022
Q1 		$19.1M Buy
250,105
+288
+0.1% +$21.6K 0.36% 43
2021
Q4 		$15.9M Sell
249,817
-1,124
-0.4% -$90.6K 0.38% 44
2021
Q3 		$18.5M Buy
250,941
+879
+0.4% +$67K 0.37% 41
2021
Q2 		$18.2M Buy
250,062
+4
+0% +$277 0.36% 44
2021
Q1 		$16.3M Buy
250,058
+241
+0.1% +$15.6K 0.38% 45
2020
Q4 		$15.9M Sell
249,817
-207
-0.1% -$12.6K 0.39% 43
2020
Q3 		$14.4M Buy
250,024
+1,820
+0.7% +$103K 0.4% 45
2020
Q2 		$12.9M Buy
248,204
+52,744
+27% +$2.53M 0.4% 44
2020
Q1 		$8.06M Buy
+195,460
New +$9.24M 0.29% 59

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kovitz Investment Group Partners's IVW Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.5% in Q1 2026, selling an estimated $117K and leaving 16,787 shares worth $1.9M. The position accounts for 0.04% of the portfolio, ranked #235.

Kovitz Investment Group Partners first reported a position in IVW in Q1 2020 and has held it in 21 quarters since. The position peaked at $108M in Q3 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Kovitz Investment Group Partners held 16,787 shares of iShares S&P 500 Growth ETF worth $1.9M as of Q1 2026.
  • Kovitz Investment Group Partners sold 973 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $117K.
  • iShares S&P 500 Growth ETF made up 0.04% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #235 holding.
  • Kovitz Investment Group Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 21 quarters since.
  • Kovitz Investment Group Partners's iShares S&P 500 Growth ETF position peaked at $108M in Q3 2025.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.