Level Four Advisory Services’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 | $14.6M | Sell |
105,839
-565
| -0.5% | -$74.6K | 0.41% | 46 |
|
|
2026
Q1 | $12M | Sell |
106,404
-420
| -0.4% | -$50.5K | 0.4% | 51 |
|
|
2025
Q4 | $13.2M | Sell |
106,824
-729
| -0.7% | -$89.2K | 0.43% | 43 |
|
|
2025
Q3 | $13M | Buy |
107,553
+616
| +0.6% | +$70.8K | 0.44% | 42 |
|
|
2025
Q2 | $11.8M | Sell |
106,937
-981
| -0.9% | -$97.1K | 0.43% | 42 |
|
|
2025
Q1 | $10M | Sell |
107,918
-3,807
| -3% | -$384K | 0.41% | 46 |
|
|
2024
Q4 | $11.3M | Sell |
111,725
-27
| -0% | -$2.69K | 0.46% | 38 |
|
|
2024
Q3 | $10.6M | Buy |
111,752
+4,017
| +4% | +$371K | 0.45% | 40 |
|
|
2024
Q2 | $9.97M | Sell |
107,735
-7,738
| -7% | -$667K | 0.45% | 40 |
|
|
2024
Q1 | $8.67M | Hold |
115,473
| – | – | 0.48% | 36 |
|
|
2023
Q4 | $8.67M | Sell |
115,473
-4,085
| -3% | -$291K | 0.49% | 36 |
|
|
2023
Q3 | $8.18M | Sell |
119,558
-6,321
| -5% | -$447K | 0.53% | 34 |
|
|
2023
Q2 | $8.87M | Buy |
125,879
+10,096
| +9% | +$667K | 0.53% | 33 |
|
|
2023
Q1 | $7.4M | Buy |
115,783
+648
| +0.6% | +$39.6K | 0.49% | 37 |
|
|
2022
Q4 | $6.74M | Sell |
115,135
-3,124
| -3% | -$188K | 0.5% | 44 |
|
|
2022
Q3 | $6.84M | Sell |
118,259
-1,042
| -0.9% | -$67.7K | 0.66% | 26 |
|
|
2022
Q2 | $7.2M | Sell |
119,301
-1,117
| -0.9% | -$73.9K | 0.68% | 25 |
|
|
2022
Q1 | $9.2M | Sell |
120,418
-507
| -0.4% | -$38.1K | 0.72% | 22 |
|
|
2021
Q4 | $10.1M | Buy |
120,925
+8,335
| +7% | +$671K | 0.77% | 19 |
|
|
2021
Q3 | $8.32M | Buy |
112,590
+16,717
| +17% | +$1.27M | 0.87% | 20 |
|
|
2021
Q2 | $6.97M | Buy |
95,873
+534
| +0.6% | +$37K | 0.48% | 43 |
|
|
2021
Q1 | $6.21M | Sell |
95,339
-18,034
| -16% | -$1.17M | 0.48% | 41 |
|
|
2020
Q4 | $7.24M | Buy |
113,373
+1,977
| +2% | +$120K | 0.58% | 34 |
|
|
2020
Q3 | $6.43M | Buy |
111,396
+832
| +0.8% | +$47.1K | 0.5% | 42 |
|
|
2020
Q2 | $5.73M | Buy |
110,564
+1,620
| +1% | +$77.7K | 0.44% | 43 |
|
|
2020
Q1 | $4.5M | Sell |
108,944
-20,468
| -16% | -$968K | 0.54% | 36 |
|
|
2019
Q4 | $6.26M | Sell |
129,412
-2,400
| -2% | -$111K | 0.25% | 123 |
|
|
2019
Q3 | $5.93M | Buy |
131,812
+1,304
| +1% | +$59K | 0.61% | 30 |
|
|
2019
Q2 | $5.85M | Buy |
130,508
+1,232
| +1% | +$54.2K | 0.59% | 32 |
|
|
2019
Q1 | $5.57M | Sell |
129,276
-6,064
| -4% | -$248K | 0.61% | 33 |
|
|
2018
Q4 | $5.1M | Buy |
135,340
+5,120
| +4% | +$207K | 0.64% | 32 |
|
|
2018
Q3 | $5.77M | Buy |
130,220
+1,792
| +1% | +$77K | 0.62% | 33 |
|
|
2018
Q2 | $5.22M | Sell |
128,428
-2,116
| -2% | -$85K | 0.38% | 63 |
|
|
2018
Q1 | $5.06M | Sell |
130,544
-9,144
| -7% | -$365K | 0.39% | 59 |
|
|
2017
Q4 | $5.33M | Sell |
139,688
-6,000
| -4% | -$224K | 0.42% | 54 |
|
|
2017
Q3 | $5.22M | Sell |
145,688
-23,688
| -14% | -$834K | 0.46% | 48 |
|
|
2017
Q2 | $5.56M | Hold |
169,376
| – | – | 0.86% | 25 |
|
|
2017
Q1 | $5.56M | Buy |
169,376
+10,872
| +7% | +$349K | 0.57% | 42 |
|
|
2016
Q4 | $4.83M | Buy |
+158,504
| New | +$4.79M | 0.62% | 30 |
|
Other funds holding IVW
Level Four Advisory Services's IVW Position: Q2 2026 in Review
Level Four Advisory Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.53% in Q2 2026, selling an estimated $74.6K and leaving 105,839 shares worth $14.6M. The position accounts for 0.41% of the portfolio, ranked #46.
Level Four Advisory Services 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.
- Level Four Advisory Services held 105,839 shares of iShares S&P 500 Growth ETF worth $14.6M as of Q2 2026.
- Level Four Advisory Services sold 565 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $74.6K.
- iShares S&P 500 Growth ETF made up 0.41% of Level Four Advisory Services's portfolio in Q2 2026, its #46 holding.
- Level Four Advisory Services 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 Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.