LBMC Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.3M | Sell |
118,008
-9,384
| -7% | -$1.13M | 0.81% | 24 |
|
|
2025
Q4 | $15.7M | Buy |
127,392
+4,255
| +3% | +$521K | 0.97% | 18 |
|
|
2025
Q3 | $14.9M | Sell |
123,137
-5,295
| -4% | -$609K | 0.95% | 19 |
|
|
2025
Q2 | $14.1M | Sell |
128,432
-4,743
| -4% | -$469K | 1.01% | 18 |
|
|
2025
Q1 | $12.4M | Sell |
133,175
-8,132
| -6% | -$820K | 0.97% | 18 |
|
|
2024
Q4 | $14.3M | Sell |
141,307
-1,172
| -0.8% | -$117K | 1.13% | 13 |
|
|
2024
Q3 | $13.6M | Sell |
142,479
-241
| -0.2% | -$22.3K | 1.08% | 15 |
|
|
2024
Q2 | $13.2M | Sell |
142,720
-418
| -0.3% | -$36K | 1.15% | 15 |
|
|
2024
Q1 | $12.1M | Buy |
143,138
+7,210
| +5% | +$579K | 1.05% | 15 |
|
|
2023
Q4 | $10.2M | Sell |
135,928
-275
| -0.2% | -$19.6K | 0.97% | 16 |
|
|
2023
Q3 | $9.24M | Sell |
136,203
-2,370
| -2% | -$168K | 0.98% | 15 |
|
|
2023
Q2 | $9.77M | Sell |
138,573
-677
| -0.5% | -$44.8K | 0.96% | 18 |
|
|
2023
Q1 | $8.9M | Sell |
139,250
-4,594
| -3% | -$281K | 0.9% | 19 |
|
|
2022
Q4 | $8.41M | Buy |
143,844
+4,648
| +3% | +$279K | 0.89% | 19 |
|
|
2022
Q3 | $8.05M | Buy |
139,196
+1,790
| +1% | +$116K | 0.93% | 19 |
|
|
2022
Q2 | $8.29M | Buy |
137,406
+21,729
| +19% | +$1.44M | 0.9% | 18 |
|
|
2022
Q1 | $8.84M | Buy |
115,677
+757
| +0.7% | +$56.9K | 0.78% | 21 |
|
|
2021
Q4 | $9.62M | Buy |
114,920
+112,892
| +5,567% | +$9.09M | 0.83% | 21 |
|
|
2021
Q3 | $8.57K | Sell |
2,028
-114,411
| -98% | -$8.72M | 0.8% | 21 |
|
|
2021
Q2 | $8.47M | Sell |
116,439
-3,959
| -3% | -$274K | 0.81% | 19 |
|
|
2021
Q1 | $7.84M | Sell |
120,398
-350
| -0.3% | -$22.6K | 0.83% | 18 |
|
|
2020
Q4 | $7.71M | Sell |
120,748
-4,216
| -3% | -$256K | 0.91% | 17 |
|
|
2020
Q3 | $7.22M | Sell |
124,964
-784
| -0.6% | -$44.4K | 1% | 16 |
|
|
2020
Q2 | $6.52M | Sell |
125,748
-792
| -0.6% | -$38K | 1.03% | 14 |
|
|
2020
Q1 | $5.22M | Sell |
126,540
-6,448
| -5% | -$305K | 0.97% | 13 |
|
|
2019
Q4 | $6.44M | Buy |
132,988
+72
| +0.1% | +$3.34K | 0.91% | 13 |
|
|
2019
Q3 | $5.98M | Sell |
132,916
-14,200
| -10% | -$642K | 0.91% | 13 |
|
|
2019
Q2 | $6.59M | Sell |
147,116
-6,236
| -4% | -$274K | 1% | 13 |
|
|
2019
Q1 | $6.61M | Sell |
153,352
-11,132
| -7% | -$456K | 1.05% | 13 |
|
|
2018
Q4 | $6.2M | Sell |
164,484
-304
| -0.2% | -$12.3K | 1.14% | 13 |
|
|
2018
Q3 | $7.3M | Buy |
164,788
+384
| +0.2% | +$16.5K | 1.16% | 13 |
|
|
2018
Q2 | $6.68M | Sell |
164,404
-512
| -0.3% | -$20.6K | 1.1% | 13 |
|
|
2018
Q1 | $6.39M | Sell |
164,916
-30,668
| -16% | -$1.22M | 1.11% | 13 |
|
|
2017
Q4 | $7.47M | Buy |
195,584
+976
| +0.5% | +$36.5K | 1.22% | 12 |
|
|
2017
Q3 | $6.98M | Sell |
194,608
-15,364
| -7% | -$541K | 1.2% | 12 |
|
|
2017
Q2 | $7.18M | Sell |
209,972
-200
| -0.1% | -$6.78K | 1.26% | 13 |
|
|
2017
Q1 | $6.91M | Sell |
210,172
-3,532
| -2% | -$113K | 1.24% | 12 |
|
|
2016
Q4 | $6.51M | Sell |
213,704
-680
| -0.3% | -$20.5K | 1.22% | 11 |
|
|
2016
Q3 | $6.52M | Sell |
214,384
-35,640
| -14% | -$1.08M | 1.25% | 12 |
|
|
2016
Q2 | $7.29M | Sell |
250,024
-15,728
| -6% | -$456K | 1.46% | 11 |
|
|
2016
Q1 | $7.7M | Sell |
265,752
-356
| -0.1% | -$9.79K | 1.59% | 11 |
|
|
2015
Q4 | $7.7M | Buy |
266,108
+520
| +0.2% | +$15.1K | 1.66% | 11 |
|
|
2015
Q3 | $7.16M | Buy |
265,588
+3,616
| +1% | +$103K | 1.62% | 11 |
|
|
2015
Q2 | $7.46M | Sell |
261,972
-1,644
| -0.6% | -$47.6K | 1.58% | 11 |
|
|
2015
Q1 | $7.51M | Buy |
263,616
+36
| +0% | +$1.02K | 1.68% | 10 |
|
|
2014
Q4 | $7.35M | Buy |
263,580
+32
| +0% | +$874 | 1.71% | 10 |
|
|
2014
Q3 | $7.04M | Buy |
263,548
+5,436
| +2% | +$145K | 1.71% | 11 |
|
|
2014
Q2 | $6.79M | Sell |
258,112
-29,624
| -10% | -$752K | 1.83% | 12 |
|
|
2014
Q1 | $7.18M | Buy |
287,736
+1,360
| +0.5% | +$33.6K | 1.81% | 11 |
|
|
2013
Q4 | $7.07M | Buy |
286,376
+1,756
| +0.6% | +$41.4K | 1.85% | 11 |
|
|
2013
Q3 | $6.36M | Sell |
284,620
-5,792
| -2% | -$128K | 1.88% | 12 |
|
|
2013
Q2 | $6.1M | Buy |
+290,412
| New | +$6.16M | 2.12% | 12 |
|
Other funds holding IVW
LBMC Investment Advisors's IVW Position: Q1 2026 in Review
LBMC Investment Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.4% in Q1 2026, selling an estimated $1.13M and leaving 118,008 shares worth $13.3M. The position accounts for 0.81% of the portfolio, ranked #24.
LBMC Investment Advisors first reported a position in IVW in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.7M in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- LBMC Investment Advisors held 118,008 shares of iShares S&P 500 Growth ETF worth $13.3M as of Q1 2026.
- LBMC Investment Advisors sold 9,384 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $1.13M.
- iShares S&P 500 Growth ETF made up 0.81% of LBMC Investment Advisors's portfolio in Q1 2026, its #24 holding.
- LBMC Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 52 quarters since.
- LBMC Investment Advisors's iShares S&P 500 Growth ETF position peaked at $15.7M in Q4 2025.
- 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.