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
Q2 		$2.65M Buy
19,277
+2,490
+15% +$329K 0.06% 192
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 $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

Kovitz Investment Group Partners's IVW Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 15% in Q2 2026, buying an estimated $329K and bringing the position to 19,277 shares worth $2.65M. The position accounts for 0.06% of the portfolio, ranked #192.

Kovitz Investment Group Partners first reported a position in IVW in Q1 2020 and has held it in 22 quarters since. The position peaked at $108M in Q3 2025. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Kovitz Investment Group Partners held 19,277 shares of iShares S&P 500 Growth ETF worth $2.65M as of Q2 2026.
  • Kovitz Investment Group Partners bought 2,490 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $329K.
  • iShares S&P 500 Growth ETF made up 0.06% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #192 holding.
  • Kovitz Investment Group Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 22 quarters since.
  • Kovitz Investment Group Partners's iShares S&P 500 Growth ETF position peaked at $108M in Q3 2025.
  • 2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.