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IVW icon

LVZ Inc’s iShares S&P 500 Growth ETF IVW Stock Holding History

LVZ Inc’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 		$143M Sell
1,036,902
-10,934
-1% -$1.44M 14.49% 1
2026
Q1 		$119M Buy
1,047,836
+28,006
+3% +$3.37M 13.52% 2
2025
Q4 		$126M Sell
1,019,830
-7,128
-0.7% -$872K 14.05% 1
2025
Q3 		$124M Buy
1,026,958
+167,223
+19% +$19.2M 14.09% 1
2025
Q2 		$94.7M Buy
859,735
+14,105
+2% +$1.4M 11.35% 2
2025
Q1 		$78.5M Sell
845,630
-100,762
-11% -$10.2M 10.3% 3
2024
Q4 		$96.1M Sell
946,392
-6,947
-0.7% -$693K 12.32% 2
2024
Q3 		$91.3M Sell
953,339
-26,550
-3% -$2.45M 11.68% 2
2024
Q2 		$90.7M Buy
979,889
+1,638
+0.2% +$141K 12.36% 1
2024
Q1 		$82.6M Sell
978,251
-100,430
-9% -$8.07M 11.23% 2
2023
Q4 		$81M Sell
1,078,681
-27,019
-2% -$1.92M 11.44% 2
2023
Q3 		$75.7M Sell
1,105,700
-59,825
-5% -$4.23M 12.2% 2
2023
Q2 		$82.1M Buy
1,165,525
+353,420
+44% +$23.4M 11.45% 2
2023
Q1 		$51.9M Sell
812,105
-34,792
-4% -$2.13M 7.56% 6
2022
Q4 		$49.5M Buy
846,897
+9,798
+1% +$588K 7.73% 5
2022
Q3 		$48.4M Buy
837,099
+26,933
+3% +$1.75M 8.41% 5
2022
Q2 		$48.9M Buy
810,166
+2,393
+0.3% +$158K 8.2% 5
2022
Q1 		$61.7M Sell
807,773
-8,395
-1% -$631K 8.58% 4
2021
Q4 		$68.3M Sell
816,168
-6,000
-0.7% -$483K 9.13% 4
2021
Q3 		$60.8M Buy
822,168
+9,638
+1% +$735K 8.7% 4
2021
Q2 		$59.1M Sell
812,530
-97,783
-11% -$6.77M 8.7% 4
2021
Q1 		$59.3M Buy
910,313
+42,617
+5% +$2.75M 9.17% 4
2020
Q4 		$55.4M Buy
867,696
+65,208
+8% +$3.95M 9.26% 3
2020
Q3 		$46.4M Buy
802,488
+1,308
+0.2% +$74K 9.55% 4
2020
Q2 		$41.6M Sell
801,180
-65,556
-8% -$3.14M 9.31% 6
2020
Q1 		$35.8M Buy
866,736
+3,100
+0.4% +$147K 8.74% 5
2019
Q4 		$41.8M Buy
863,636
+25,400
+3% +$1.18M 8.2% 6
2019
Q3 		$37.7M Buy
838,236
+37,084
+5% +$1.68M 8.16% 7
2019
Q2 		$35.9M Sell
801,152
-7,452
-0.9% -$328K 8.14% 5
2019
Q1 		$34.8M Sell
808,604
-215,724
-21% -$8.84M 8.15% 5
2018
Q4 		$38.6M Buy
1,024,328
+15,216
+2% +$616K 10.97% 1
2018
Q3 		$42.8M Sell
1,009,112
-30,988
-3% -$1.33M 10.71% 1
2018
Q2 		$42.3M Buy
1,040,100
+41,116
+4% +$1.65M 10.74% 2
2018
Q1 		$38.7M Sell
998,984
-19,932
-2% -$795K 10.51% 2
2017
Q4 		$38.9M Buy
1,018,916
+12,196
+1% +$456K 11.52% 2
2017
Q3 		$36.1M Buy
+1,006,720
New +$35.5M 11.61% 2
2016
Q2 		– Sell
-590,916
Closed -$17.1M – 54
2016
Q1 		$17.1M Buy
+590,916
New +$16.3M 8.05% 3
2015
Q4 		– Sell
-690,924
Closed -$18.6M – 42
2015
Q3 		$18.6M Buy
690,924
+31,272
+5% +$889K 12.01% 2
2015
Q2 		$19.6M Buy
659,652
+31,120
+5% +$902K 10.91% 2
2015
Q1 		$17.9M Buy
628,532
+130,484
+26% +$3.7M 10.41% 2
2014
Q4 		$13.9M Buy
498,048
+130,868
+36% +$3.58M 10.29% 2
2014
Q3 		$9.81M Buy
367,180
+11,176
+3% +$298K 7.3% 4
2014
Q2 		$9.36M Sell
356,004
-173,624
-33% -$4.41M 6.94% 8
2014
Q1 		$12.7M Buy
529,628
+16,440
+3% +$406K 10.14% 3
2013
Q4 		$12.7M Buy
+513,188
New +$12.1M 10.39% 3

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

LVZ Inc's IVW Position: Q2 2026 in Review

LVZ Inc reduced its iShares S&P 500 Growth ETF (IVW) stake by 1% in Q2 2026, selling an estimated $1.44M and leaving 1,036,902 shares worth $143M. The position accounts for 14.49% of the portfolio, ranked #1.

LVZ Inc first reported a position in IVW in Q4 2013 and has held it in 45 quarters since. 926 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • LVZ Inc held 1,036,902 shares of iShares S&P 500 Growth ETF worth $143M as of Q2 2026.
  • LVZ Inc sold 10,934 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.44M.
  • iShares S&P 500 Growth ETF made up 14.49% of LVZ Inc's portfolio in Q2 2026, its #1 holding.
  • LVZ Inc first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and has held it in 45 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.