Lazard Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lazard Asset Management’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	$72.4K	Hold	640	–	–	﹤0.01%	1757
2025 Q4	$78.9K	Hold	640	–	–	﹤0.01%	1768
2025 Q3	$77.3K	Hold	640	–	–	﹤0.01%	1712
2025 Q2	$70K	Hold	640	–	–	﹤0.01%	1948
2025 Q1	$59K	Hold	640	–	–	﹤0.01%	1956
2024 Q4	$64K	Hold	640	–	–	﹤0.01%	1925
2024 Q3	$61K	Buy	+640	New	+$59.1K	﹤0.01%	1883
2023 Q4	–	Sell	-8,490	Closed	-$580K	–	2356
2023 Q3	$580K	Hold	8,490	–	–	﹤0.01%	1111
2023 Q2	$598K	Sell	8,490 -1,030	-11%	-$68.1K	﹤0.01%	1078
2023 Q1	$608K	Hold	9,520	–	–	﹤0.01%	1076
2022 Q4	$556K	Hold	9,520	–	–	﹤0.01%	1104
2022 Q3	$550K	Hold	9,520	–	–	﹤0.01%	1084
2022 Q2	$574K	Sell	9,520 -760	-7%	-$50.3K	﹤0.01%	1088
2022 Q1	$785K	Hold	10,280	–	–	﹤0.01%	1034
2021 Q4	$860K	Hold	10,280	–	–	﹤0.01%	1025
2021 Q3	$759K	Hold	10,280	–	–	﹤0.01%	1110
2021 Q2	$747K	Sell	10,280 -1,680	-14%	-$116K	﹤0.01%	986
2021 Q1	$778K	Hold	11,960	–	–	﹤0.01%	923
2020 Q4	$763K	Hold	11,960	–	–	﹤0.01%	924
2020 Q3	$690K	Hold	11,960	–	–	﹤0.01%	841
2020 Q2	$620K	Sell	11,960 -200	-2%	-$9.59K	﹤0.01%	807
2020 Q1	$501K	Hold	12,160	–	–	﹤0.01%	808
2019 Q4	$588K	Hold	12,160	–	–	﹤0.01%	799
2019 Q3	$547K	Hold	12,160	–	–	﹤0.01%	813
2019 Q2	$544K	Sell	12,160 -3,960	-25%	-$174K	﹤0.01%	929
2019 Q1	$694K	Hold	16,120	–	–	﹤0.01%	884
2018 Q4	$607K	Hold	16,120	–	–	﹤0.01%	778
2018 Q3	$713K	Hold	16,120	–	–	﹤0.01%	789
2018 Q2	$655K	Hold	16,120	–	–	﹤0.01%	759
2018 Q1	$624K	Hold	16,120	–	–	﹤0.01%	754
2017 Q4	$615K	Hold	16,120	–	–	﹤0.01%	745
2017 Q3	$577K	Hold	16,120	–	–	﹤0.01%	708
2017 Q2	$551K	Sell	16,120 -1,340	-8%	-$45.4K	﹤0.01%	699
2017 Q1	$574K	Hold	17,460	–	–	﹤0.01%	733
2016 Q4	$531K	Hold	17,460	–	–	﹤0.01%	732
2016 Q3	$531K	Hold	17,460	–	–	﹤0.01%	720
2016 Q2	$508K	Sell	17,460 -1,240	-7%	-$36K	﹤0.01%	737
2016 Q1	$541K	Sell	18,700 -10,680	-36%	-$294K	﹤0.01%	713
2015 Q4	$850K	Sell	29,380 -1,040	-3%	-$30.2K	﹤0.01%	689
2015 Q3	$819K	Sell	30,420 -20,988	-41%	-$597K	﹤0.01%	664
2015 Q2	$1.46M	Buy	51,408 +29,248	+132%	+$848K	﹤0.01%	662
2015 Q1	$631K	Sell	22,160 -6,800	-23%	-$193K	﹤0.01%	732
2014 Q4	$807K	Hold	28,960	–	–	﹤0.01%	774
2014 Q3	$773K	Hold	28,960	–	–	﹤0.01%	712
2014 Q2	$761K	Sell	28,960 -1,780	-6%	-$45.2K	﹤0.01%	743
2014 Q1	$767K	Hold	30,740	–	–	﹤0.01%	704
2013 Q4	$758K	Hold	30,740	–	–	﹤0.01%	731
2013 Q3	$686K	Hold	30,740	–	–	﹤0.01%	716
2013 Q2	$645K	Buy	+30,740	New	+$652K	﹤0.01%	743

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lazard Asset Management's IVW Position: Q1 2026 in Review

Lazard Asset Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 640 shares worth $72.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

Lazard Asset Management first reported a position in IVW in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.46M in Q2 2015. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Lazard Asset Management held 640 shares of iShares S&P 500 Growth ETF worth $72.4K as of Q1 2026.
Lazard Asset Management left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Lazard Asset Management's portfolio in Q1 2026, its #1757 holding.
Lazard Asset Management first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 49 quarters since.
Lazard Asset Management's iShares S&P 500 Growth ETF position peaked at $1.46M in Q2 2015.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.