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L & S Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

L & S Advisors’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 		$419K Buy
3,045
+446
+17% +$58.9K 0.04% 189
2026
Q1 		$294K Hold
2,599
– – 0.04% 204
2025
Q4 		$320K Sell
2,599
-635
-20% -$77.7K 0.03% 307
2025
Q3 		$390K Hold
3,234
– – 0.04% 264
2025
Q2 		$356K Sell
3,234
-12
-0.4% -$1.19K 0.04% 266
2025
Q1 		$301K Buy
3,246
+20
+0.6% +$2.02K 0.04% 286
2024
Q4 		$328K Sell
3,226
-21
-0.6% -$2.1K 0.04% 250
2024
Q3 		$311K Sell
3,247
-91
-3% -$8.4K 0.03% 271
2024
Q2 		$309K Sell
3,338
-12
-0.4% -$1.03K 0.04% 257
2024
Q1 		$283K Sell
3,350
-5
-0.1% -$402 0.03% 274
2023
Q4 		$252K Sell
3,355
-12
-0.4% -$854 0.03% 273
2023
Q3 		$230K Sell
3,367
-3,495
-51% -$247K 0.03% 274
2023
Q2 		$484K Hold
6,862
– – 0.06% 215
2023
Q1 		$438K Sell
6,862
-717
-9% -$43.8K 0.06% 223
2022
Q4 		$443K Buy
7,579
+647
+9% +$38.9K 0.08% 177
2022
Q3 		$401K Buy
+6,932
New +$450K 0.07% 172
2022
Q2 		– Sell
-6,173
Closed -$471K – 268
2022
Q1 		$471K Sell
6,173
-5,502
-47% -$413K 0.06% 216
2021
Q4 		$977K Buy
11,675
+7,349
+170% +$592K 0.11% 171
2021
Q3 		$320K Buy
4,326
+975
+29% +$74.3K 0.03% 277
2021
Q2 		$244K Buy
+3,351
New +$232K 0.03% 301
2020
Q1 		– Sell
-4,272
Closed -$207K – 278
2019
Q4 		$207K Buy
+4,272
New +$198K 0.03% 279
2018
Q4 		– Sell
-4,648
Closed -$206K – 316
2018
Q3 		$206K Sell
4,648
-5,296
-53% -$228K 0.03% 299
2018
Q2 		$404K Sell
9,944
-88
-0.9% -$3.54K 0.07% 222
2018
Q1 		$389K Buy
10,032
+2,956
+42% +$118K 0.07% 216
2017
Q4 		$270K Sell
7,076
-4,796
-40% -$179K 0.04% 261
2017
Q3 		$426K Buy
+11,872
New +$418K 0.07% 174

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

L & S Advisors's IVW Position: Q2 2026 in Review

L & S Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 17% in Q2 2026, buying an estimated $58.9K and bringing the position to 3,045 shares worth $419K. The position accounts for 0.04% of the portfolio, ranked #189.

L & S Advisors first reported a position in IVW in Q3 2017 and has held it in 26 quarters since. The position peaked at $977K in Q4 2021. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • L & S Advisors held 3,045 shares of iShares S&P 500 Growth ETF worth $419K as of Q2 2026.
  • L & S Advisors bought 446 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $58.9K.
  • iShares S&P 500 Growth ETF made up 0.04% of L & S Advisors's portfolio in Q2 2026, its #189 holding.
  • L & S Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and has held it in 26 quarters since.
  • L & S Advisors's iShares S&P 500 Growth ETF position peaked at $977K in Q4 2021.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on L & S Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.