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Lane Brothers & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lane Brothers & Co’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 		$883K Sell
6,419
-235
-4% -$31K 0.58% 31
2026
Q1 		$753K Sell
6,654
-331
-5% -$39.8K 0.55% 34
2025
Q4 		$861K Buy
+6,985
New +$855K 0.62% 32

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

Lane Brothers & Co's IVW Position: Q2 2026 in Review

Lane Brothers & Co reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.5% in Q2 2026, selling an estimated $31K and leaving 6,419 shares worth $883K. The position accounts for 0.58% of the portfolio, ranked #31.

Lane Brothers & Co first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Lane Brothers & Co held 6,419 shares of iShares S&P 500 Growth ETF worth $883K as of Q2 2026.
  • Lane Brothers & Co sold 235 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $31K.
  • iShares S&P 500 Growth ETF made up 0.58% of Lane Brothers & Co's portfolio in Q2 2026, its #31 holding.
  • Lane Brothers & Co first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.