Nations Financial Group’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 | $6.06M | Buy |
44,026
+625
| +1% | +$82.5K | 0.29% | 79 |
|
|
2026
Q1 | $4.91M | Sell |
43,401
-678
| -2% | -$81.5K | 0.25% | 95 |
|
|
2025
Q4 | $5.43M | Buy |
44,079
+2,863
| +7% | +$350K | 0.29% | 84 |
|
|
2025
Q3 | $4.98M | Buy |
41,216
+2,445
| +6% | +$281K | 0.31% | 76 |
|
|
2025
Q2 | $4.27M | Buy |
38,771
+2,306
| +6% | +$228K | 0.29% | 81 |
|
|
2025
Q1 | $3.39M | Sell |
36,465
-2,141
| -6% | -$216K | 0.26% | 99 |
|
|
2024
Q4 | $3.92M | Sell |
38,606
-9,004
| -19% | -$898K | 0.29% | 88 |
|
|
2024
Q3 | $4.56M | Sell |
47,610
-2,158
| -4% | -$199K | 0.33% | 71 |
|
|
2024
Q2 | $4.61M | Sell |
49,768
-2,548
| -5% | -$220K | 0.38% | 57 |
|
|
2024
Q1 | $4.42M | Sell |
52,316
-7,397
| -12% | -$594K | 0.37% | 59 |
|
|
2023
Q4 | $4.48M | Sell |
59,713
-5,389
| -8% | -$384K | 0.42% | 53 |
|
|
2023
Q3 | $4.45M | Sell |
65,102
-16,361
| -20% | -$1.16M | 0.45% | 46 |
|
|
2023
Q2 | $5.74M | Sell |
81,463
-16,725
| -17% | -$1.11M | 0.56% | 31 |
|
|
2023
Q1 | $6.27M | Buy |
98,188
+1,126
| +1% | +$68.8K | 0.66% | 25 |
|
|
2022
Q4 | $5.68M | Buy |
97,062
+3,767
| +4% | +$226K | 0.64% | 26 |
|
|
2022
Q3 | $5.4M | Buy |
93,295
+3,834
| +4% | +$249K | 0.78% | 20 |
|
|
2022
Q2 | $5.4M | Buy |
89,461
+6,213
| +7% | +$411K | 0.72% | 23 |
|
|
2022
Q1 | $6.36M | Buy |
83,248
+4,629
| +6% | +$348K | 0.76% | 25 |
|
|
2021
Q4 | $6.58M | Buy |
78,619
+1,584
| +2% | +$128K | 0.87% | 19 |
|
|
2021
Q3 | $5.69M | Buy |
77,035
+11,496
| +18% | +$876K | 0.86% | 19 |
|
|
2021
Q2 | $4.77M | Buy |
65,539
+2,829
| +5% | +$196K | 0.8% | 19 |
|
|
2021
Q1 | $4.08M | Buy |
62,710
+32,550
| +108% | +$2.1M | 0.93% | 15 |
|
|
2020
Q4 | $1.93M | Sell |
30,160
-776
| -3% | -$47.1K | 0.51% | 41 |
|
|
2020
Q3 | $1.79M | Sell |
30,936
-2,696
| -8% | -$153K | 0.55% | 37 |
|
|
2020
Q2 | $1.75M | Sell |
33,632
-1,696
| -5% | -$81.3K | 0.62% | 37 |
|
|
2020
Q1 | $1.46M | Sell |
35,328
-1,184
| -3% | -$56K | 0.62% | 40 |
|
|
2019
Q4 | $1.77M | Sell |
36,512
-37,232
| -50% | -$1.73M | 0.61% | 31 |
|
|
2019
Q3 | $3.38M | Sell |
73,744
-2,972
| -4% | -$134K | 1.21% | 13 |
|
|
2019
Q2 | $3.44M | Buy |
76,716
+3,632
| +5% | +$160K | 2.27% | 10 |
|
|
2019
Q1 | $3.15M | Sell |
73,084
-1,068
| -1% | -$43.8K | 2.16% | 10 |
|
|
2018
Q4 | $2.79M | Buy |
74,152
+3,256
| +5% | +$132K | 2.24% | 8 |
|
|
2018
Q3 | $3.14M | Sell |
70,896
-1,100
| -2% | -$47.3K | 2.25% | 9 |
|
|
2018
Q2 | $2.93M | Buy |
71,996
+17,732
| +33% | +$712K | 2.44% | 8 |
|
|
2018
Q1 | $2.1M | Buy |
54,264
+3,736
| +7% | +$149K | 1.92% | 10 |
|
|
2017
Q4 | $1.93M | Buy |
50,528
+612
| +1% | +$22.9K | 1.77% | 11 |
|
|
2017
Q3 | $1.79M | Buy |
49,916
+3,276
| +7% | +$115K | 1.74% | 10 |
|
|
2017
Q2 | $1.6M | Buy |
46,640
+18,964
| +69% | +$643K | 1.31% | 12 |
|
|
2017
Q1 | $910K | Sell |
27,676
-1,892
| -6% | -$60.7K | 0.89% | 35 |
|
|
2016
Q4 | $900K | Buy |
29,568
+536
| +2% | +$16.2K | 0.97% | 30 |
|
|
2016
Q3 | $883K | Sell |
29,032
-200
| -0.7% | -$6.06K | 0.87% | 31 |
|
|
2016
Q2 | $852K | Sell |
29,232
-2,764
| -9% | -$80.2K | 0.89% | 35 |
|
|
2016
Q1 | $927K | Buy |
31,996
+708
| +2% | +$19.5K | 1.07% | 25 |
|
|
2015
Q4 | $906K | Buy |
+31,288
| New | +$910K | 1.18% | 23 |
|
Other funds holding IVW
Nations Financial Group's IVW Position: Q2 2026 in Review
Nations Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 1.4% in Q2 2026, buying an estimated $82.5K and bringing the position to 44,026 shares worth $6.06M. The position accounts for 0.29% of the portfolio, ranked #79.
Nations Financial Group first reported a position in IVW in Q4 2015 and has held it in 43 quarters since. The position peaked at $6.58M in Q4 2021. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Nations Financial Group held 44,026 shares of iShares S&P 500 Growth ETF worth $6.06M as of Q2 2026.
- Nations Financial Group bought 625 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $82.5K.
- iShares S&P 500 Growth ETF made up 0.29% of Nations Financial Group's portfolio in Q2 2026, its #79 holding.
- Nations Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 43 quarters since.
- Nations Financial Group's iShares S&P 500 Growth ETF position peaked at $6.58M in Q4 2021.
- 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.