Lee Financial’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
Q2 | $48.8M | Buy |
354,953
+440
| +0.1% | +$58.1K | 6.23% | 4 |
|
|
2026
Q1 | $40.1M | Sell |
354,513
-6,838
| -2% | -$822K | 5.66% | 4 |
|
|
2025
Q4 | $44.5M | Sell |
361,351
-1,302
| -0.4% | -$159K | 6.01% | 4 |
|
|
2025
Q3 | $43.8M | Sell |
362,653
-1,752
| -0.5% | -$202K | 5.49% | 4 |
|
|
2025
Q2 | $40.1M | Buy |
364,405
+7,204
| +2% | +$713K | 5.75% | 5 |
|
|
2025
Q1 | $33.2M | Buy |
357,201
+10,996
| +3% | +$1.11M | 5.07% | 5 |
|
|
2024
Q4 | $35.2M | Buy |
346,205
+6,007
| +2% | +$599K | 4.94% | 5 |
|
|
2024
Q3 | $32.6M | Buy |
340,198
+17,528
| +5% | +$1.62M | 4.63% | 5 |
|
|
2024
Q2 | $29.9M | Buy |
322,670
+30,590
| +10% | +$2.64M | 4.87% | 5 |
|
|
2024
Q1 | $24.7M | Buy |
292,080
+30,317
| +12% | +$2.44M | 4.11% | 5 |
|
|
2023
Q4 | $19.7M | Buy |
261,763
+33,642
| +15% | +$2.39M | 3.45% | 7 |
|
|
2023
Q3 | $15.6M | Buy |
228,121
+47,065
| +26% | +$3.33M | 2.91% | 10 |
|
|
2023
Q2 | $12.8M | Buy |
181,056
+24,068
| +15% | +$1.59M | 2.23% | 14 |
|
|
2023
Q1 | $10M | Buy |
156,988
+973
| +0.6% | +$59.5K | 1.72% | 16 |
|
|
2022
Q4 | $9.13M | Buy |
156,015
+88,700
| +132% | +$5.33M | 1.56% | 15 |
|
|
2022
Q3 | $3.89M | Sell |
67,315
-25
| -0% | -$1.62K | 0.73% | 21 |
|
|
2022
Q2 | $4.06M | Buy |
67,340
+4,540
| +7% | +$300K | 0.75% | 21 |
|
|
2022
Q1 | $4.8M | Buy |
62,800
+780
| +1% | +$58.6K | 0.86% | 21 |
|
|
2021
Q4 | $5.19M | Buy |
62,020
+5
| +0% | +$403 | 0.97% | 20 |
|
|
2021
Q3 | $4.58M | Buy |
62,015
+75
| +0.1% | +$5.72K | 0.95% | 20 |
|
|
2021
Q2 | $4.5M | Sell |
61,940
-1,800
| -3% | -$125K | 0.96% | 21 |
|
|
2021
Q1 | $4.15M | Sell |
63,740
-920
| -1% | -$59.5K | 0.98% | 21 |
|
|
2020
Q4 | $4.13M | Sell |
64,660
-400
| -0.6% | -$24.3K | 1.07% | 20 |
|
|
2020
Q3 | $3.76M | Sell |
65,060
-788
| -1% | -$44.6K | 1.05% | 20 |
|
|
2020
Q2 | $3.42M | Sell |
65,848
-112
| -0.2% | -$5.37K | 0.95% | 21 |
|
|
2020
Q1 | $2.72M | Sell |
65,960
-716
| -1% | -$33.9K | 0.9% | 19 |
|
|
2019
Q4 | $3.23M | Hold |
66,676
| – | – | 0.7% | 23 |
|
|
2019
Q3 | $3M | Hold |
66,676
| – | – | 0.68% | 25 |
|
|
2019
Q2 | $2.99M | Buy |
66,676
+300
| +0.5% | +$13.2K | 0.67% | 25 |
|
|
2019
Q1 | $2.86M | Buy |
66,376
+100
| +0.2% | +$4.1K | 0.67% | 24 |
|
|
2018
Q4 | $2.5M | Sell |
66,276
-2,000
| -3% | -$80.9K | 0.67% | 26 |
|
|
2018
Q3 | $3.02M | Sell |
68,276
-2,000
| -3% | -$86K | 0.74% | 22 |
|
|
2018
Q2 | $2.86M | Sell |
70,276
-560
| -0.8% | -$22.5K | 0.67% | 24 |
|
|
2018
Q1 | $2.75M | Sell |
70,836
-1,856
| -3% | -$74K | 0.7% | 23 |
|
|
2017
Q4 | $2.78M | Hold |
72,692
| – | – | 0.81% | 21 |
|
|
2017
Q3 | $2.61M | Sell |
72,692
-960
| -1% | -$33.8K | 0.84% | 23 |
|
|
2017
Q2 | $2.52M | Sell |
73,652
-3,888
| -5% | -$132K | 0.93% | 21 |
|
|
2017
Q1 | $2.55M | Sell |
77,540
-19,396
| -20% | -$622K | 1.02% | 21 |
|
|
2016
Q4 | $2.95M | Buy |
+96,936
| New | +$2.93M | 1.65% | 9 |
|
Other funds holding IVW
Lee Financial's IVW Position: Q2 2026 in Review
Lee Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 0.12% in Q2 2026, buying an estimated $58.1K and bringing the position to 354,953 shares worth $48.8M. The position accounts for 6.23% of the portfolio, ranked #4.
Lee Financial first reported a position in IVW in Q4 2016 and has held it in 39 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Lee Financial held 354,953 shares of iShares S&P 500 Growth ETF worth $48.8M as of Q2 2026.
- Lee Financial bought 440 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $58.1K.
- iShares S&P 500 Growth ETF made up 6.23% of Lee Financial's portfolio in Q2 2026, its #4 holding.
- Lee Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 39 quarters since.
- 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.