Lynx Investment Advisory’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
$207K Buy
+1,504
New +$199K 0.07% 226
2024
Q3
– Sell
-202
Closed -$18.7K – 440
2024
Q2
$18.7K Buy
+202
New +$17.4K 0.01% 344

Other funds holding IVW

Lynx Investment Advisory's IVW Position: Q2 2026 in Review

Lynx Investment Advisory opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,504 shares worth $207K. The stake represents 0.07% of the portfolio and ranks #226 among its holdings. This is a return to the name: Lynx Investment Advisory previously reported a position in IVW as recently as Q2 2024.

Lynx Investment Advisory first reported a position in IVW in Q2 2024 and has held it in 2 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Lynx Investment Advisory held 1,504 shares of iShares S&P 500 Growth ETF worth $207K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Lynx Investment Advisory position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.07% of Lynx Investment Advisory's portfolio in Q2 2026, its #226 holding.
  • Lynx Investment Advisory first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • 2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.