Marino Stram & Associates’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 | $2.39M | Sell |
17,371
-261
| -1% | -$34.5K | 0.38% | 45 |
|
|
2026
Q1 | $1.99M | Sell |
17,632
-10
| -0.1% | -$1.2K | 0.36% | 50 |
|
|
2025
Q4 | $2.17M | Sell |
17,642
-341
| -2% | -$41.7K | 0.39% | 42 |
|
|
2025
Q3 | $2.17M | Buy |
17,983
+939
| +6% | +$108K | 0.39% | 44 |
|
|
2025
Q2 | $1.88M | Buy |
17,044
+480
| +3% | +$47.5K | 0.38% | 45 |
|
|
2025
Q1 | $1.54M | Buy |
16,564
+133
| +0.8% | +$13.4K | 0.34% | 48 |
|
|
2024
Q4 | $1.67M | Buy |
16,431
+537
| +3% | +$53.6K | 0.37% | 43 |
|
|
2024
Q3 | $1.52M | Sell |
15,894
-168
| -1% | -$15.5K | 0.34% | 48 |
|
|
2024
Q2 | $1.49M | Buy |
16,062
+324
| +2% | +$27.9K | 0.36% | 46 |
|
|
2024
Q1 | $1.33M | Sell |
15,738
-21
| -0.1% | -$1.69K | 0.31% | 50 |
|
|
2023
Q4 | $1.18M | Sell |
15,759
-770
| -5% | -$54.8K | 0.31% | 52 |
|
|
2023
Q3 | $1.13M | Buy |
16,529
+58
| +0.4% | +$4.11K | 0.33% | 50 |
|
|
2023
Q2 | $1.16M | Sell |
16,471
-321
| -2% | -$21.2K | 0.33% | 49 |
|
|
2023
Q1 | $1.07M | Sell |
16,792
-4,329
| -20% | -$265K | 0.32% | 53 |
|
|
2022
Q4 | $1.24M | Sell |
21,121
-68
| -0.3% | -$4.08K | 0.39% | 42 |
|
|
2022
Q3 | $1.23M | Sell |
21,189
-130
| -0.6% | -$8.45K | 0.44% | 39 |
|
|
2022
Q2 | $1.29M | Buy |
21,319
+282
| +1% | +$18.7K | 0.45% | 38 |
|
|
2022
Q1 | $1.61M | Sell |
21,037
-252
| -1% | -$18.9K | 0.51% | 37 |
|
|
2021
Q4 | $1.78M | Buy |
21,289
+252
| +1% | +$20.3K | 0.55% | 33 |
|
|
2021
Q3 | $1.55M | Sell |
21,037
-44,635
| -68% | -$3.4M | 0.54% | 32 |
|
|
2021
Q2 | $4.78M | Buy |
65,672
+45,651
| +228% | +$3.16M | 1.25% | 19 |
|
|
2021
Q1 | $1.3M | Sell |
20,021
-333
| -2% | -$21.5K | 0.51% | 34 |
|
|
2020
Q4 | $1.3M | Buy |
20,354
+2
| +0% | +$121 | 0.58% | 33 |
|
|
2020
Q3 | $1.18M | Sell |
20,352
-1,712
| -8% | -$96.9K | 0.63% | 33 |
|
|
2020
Q2 | $1.14M | Sell |
22,064
-1,248
| -5% | -$59.8K | 0.68% | 30 |
|
|
2020
Q1 | $962K | Sell |
23,312
-556
| -2% | -$26.3K | 0.74% | 28 |
|
|
2019
Q4 | $1.16M | Sell |
23,868
-1,456
| -6% | -$67.5K | 0.76% | 25 |
|
|
2019
Q3 | $1.14M | Sell |
25,324
-8,492
| -25% | -$384K | 0.81% | 24 |
|
|
2019
Q2 | $1.51M | Buy |
33,816
+368
| +1% | +$16.2K | 1.11% | 18 |
|
|
2019
Q1 | $1.44M | Sell |
33,448
-2,676
| -7% | -$110K | 1.04% | 18 |
|
|
2018
Q4 | $1.36M | Buy |
36,124
+2,552
| +8% | +$103K | 1.19% | 17 |
|
|
2018
Q3 | $1.49M | Buy |
33,572
+1,396
| +4% | +$60K | 1.19% | 17 |
|
|
2018
Q2 | $1.31M | Buy |
32,176
+700
| +2% | +$28.1K | 1.16% | 17 |
|
|
2018
Q1 | $1.22M | Sell |
31,476
-216
| -0.7% | -$8.62K | 1.13% | 18 |
|
|
2017
Q4 | $1.21M | Buy |
+31,692
| New | +$1.18M | 1.12% | 17 |
|
Other funds holding IVW
PAS
HWM
JC
CWM
LI
CC
Marino Stram & Associates's IVW Position: Q2 2026 in Review
Marino Stram & Associates reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.5% in Q2 2026, selling an estimated $34.5K and leaving 17,371 shares worth $2.39M. The position accounts for 0.38% of the portfolio, ranked #45.
Marino Stram & Associates first reported a position in IVW in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.78M in Q2 2021. 1,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Marino Stram & Associates held 17,371 shares of iShares S&P 500 Growth ETF worth $2.39M as of Q2 2026.
- Marino Stram & Associates sold 261 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $34.5K.
- iShares S&P 500 Growth ETF made up 0.38% of Marino Stram & Associates's portfolio in Q2 2026, its #45 holding.
- Marino Stram & Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 35 quarters since.
- Marino Stram & Associates's iShares S&P 500 Growth ETF position peaked at $4.78M in Q2 2021.
- 1,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.