May Barnhard Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History

May Barnhard Investments’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	$973K	Buy	7,076 +1	+0%	+$132	0.39%	48
2026 Q1	$800K	Buy	7,075 +1	+0%	+$120	0.39%	46
2025 Q4	$872K	Sell	7,074 -39	-0.5%	-$4.77K	0.41%	45
2025 Q3	$859K	Buy	7,113 +4	+0.1%	+$460	0.4%	45
2025 Q2	$783K	Buy	7,109 +3	+0%	+$297	0.37%	48
2025 Q1	$660K	Sell	7,106 -4,805	-40%	-$484K	0.33%	52
2024 Q4	$1.21M	Sell	11,911 -142	-1%	-$14.2K	0.58%	41
2024 Q3	$1.15M	Buy	12,053 +11	+0.1%	+$1.02K	0.56%	40
2024 Q2	$1.11M	Buy	12,042 +10	+0.1%	+$862	0.58%	40
2024 Q1	$1.02M	Sell	12,032 -1,220	-9%	-$98K	0.51%	40
2023 Q4	$995K	Buy	+13,252	New	+$943K	0.51%	39

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

May Barnhard Investments's IVW Position: Q2 2026 in Review

May Barnhard Investments increased its iShares S&P 500 Growth ETF (IVW) stake by 0.01% in Q2 2026, buying an estimated $132 and bringing the position to 7,076 shares worth $973K. The position accounts for 0.39% of the portfolio, ranked #48.

May Barnhard Investments first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.21M in Q4 2024. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

May Barnhard Investments held 7,076 shares of iShares S&P 500 Growth ETF worth $973K as of Q2 2026.
May Barnhard Investments bought 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
iShares S&P 500 Growth ETF made up 0.39% of May Barnhard Investments's portfolio in Q2 2026, its #48 holding.
May Barnhard Investments first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
May Barnhard Investments's iShares S&P 500 Growth ETF position peaked at $1.21M in Q4 2024.
1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.