NewEdge Advisors’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
Q1 | $206M | Buy |
1,821,181
+71,674
| +4% | +$8.62M | 0.74% | 21 |
|
|
2025
Q4 | $216M | Buy |
1,749,507
+30,557
| +2% | +$3.74M | 0.78% | 18 |
|
|
2025
Q3 | $208M | Buy |
1,718,950
+59,039
| +4% | +$6.79M | 0.94% | 12 |
|
|
2025
Q2 | $183M | Sell |
1,659,911
-346,942
| -17% | -$34.3M | 0.94% | 12 |
|
|
2025
Q1 | $186M | Buy |
2,006,853
+149,006
| +8% | +$15M | 1.11% | 9 |
|
|
2024
Q4 | $189M | Buy |
1,857,847
+246,987
| +15% | +$24.6M | 1.13% | 9 |
|
|
2024
Q3 | $154M | Buy |
1,610,860
+125,106
| +8% | +$11.6M | 1% | 10 |
|
|
2024
Q2 | $137M | Buy |
1,485,754
+693,848
| +88% | +$59.8M | 1% | 10 |
|
|
2024
Q1 | $66.9M | Buy |
791,906
+395,100
| +100% | +$31.7M | 0.58% | 27 |
|
|
2023
Q4 | $30.2M | Buy |
396,806
+59,895
| +18% | +$4.26M | 0.29% | 83 |
|
|
2023
Q3 | $23.1M | Buy |
336,911
+161,755
| +92% | +$11.4M | 0.25% | 95 |
|
|
2023
Q2 | $12.3M | Buy |
175,156
+40,533
| +30% | +$2.68M | 0.14% | 154 |
|
|
2023
Q1 | $8.58M | Sell |
134,623
-38,315
| -22% | -$2.34M | 0.11% | 199 |
|
|
2022
Q4 | $9.09M | Sell |
172,938
-54,842
| -24% | -$3.29M | 0.25% | 95 |
|
|
2022
Q3 | $13.2M | Buy |
227,780
+81,679
| +56% | +$5.31M | 0.22% | 118 |
|
|
2022
Q2 | $8.82M | Sell |
146,101
-15,728
| -10% | -$1.04M | 0.15% | 154 |
|
|
2022
Q1 | $12.4M | Sell |
161,829
-17,240
| -10% | -$1.3M | 0.2% | 121 |
|
|
2021
Q4 | $15M | Buy |
179,069
+62,867
| +54% | +$5.06M | 0.23% | 102 |
|
|
2021
Q3 | $8.59M | Buy |
116,202
+100,810
| +655% | +$7.68M | 0.21% | 108 |
|
|
2021
Q2 | $1.12M | Sell |
15,392
-521
| -3% | -$36.1K | 0.03% | 467 |
|
|
2021
Q1 | $1.04M | Sell |
15,913
-2,080
| -12% | -$134K | 0.03% | 447 |
|
|
2020
Q4 | $1.15M | Sell |
17,993
-43,991
| -71% | -$2.67M | 0.04% | 390 |
|
|
2020
Q3 | $3.58M | Sell |
61,984
-1,036
| -2% | -$58.6K | 0.12% | 168 |
|
|
2020
Q2 | $3.27M | Sell |
63,020
-2,604
| -4% | -$125K | 0.13% | 162 |
|
|
2020
Q1 | $2.71M | Sell |
65,624
-424
| -0.6% | -$20.1K | 0.13% | 152 |
|
|
2019
Q4 | $3.2M | Buy |
66,048
+1,968
| +3% | +$91.2K | 0.13% | 175 |
|
|
2019
Q3 | $2.88M | Buy |
64,080
+45,252
| +240% | +$2.05M | 0.13% | 163 |
|
|
2019
Q2 | $844K | Sell |
18,828
-496
| -3% | -$21.8K | 0.05% | 295 |
|
|
2019
Q1 | $833K | Sell |
19,324
-50,640
| -72% | -$2.07M | 0.05% | 301 |
|
|
2018
Q4 | $2.63K | Buy |
69,964
+26,252
| +60% | +$1.06M | 0.17% | 126 |
|
|
2018
Q3 | $1.93M | Buy |
43,712
+11,116
| +34% | +$478K | 0.15% | 144 |
|
|
2018
Q2 | $1.33K | Buy |
32,596
+6,020
| +23% | +$242K | 0.12% | 177 |
|
|
2018
Q1 | $1M | Buy |
26,576
+3,728
| +16% | +$149K | 0.11% | 186 |
|
|
2017
Q4 | $902K | Sell |
22,848
-5,572
| -20% | -$208K | 0.12% | 175 |
|
|
2017
Q3 | $1.03M | Buy |
28,420
+17,468
| +159% | +$615K | 0.16% | 150 |
|
|
2017
Q2 | $377K | Buy |
+10,952
| New | +$371K | 0.06% | 227 |
|
Other funds holding IVW
NewEdge Advisors's IVW Position: Q1 2026 in Review
NewEdge Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 4.1% in Q1 2026, buying an estimated $8.62M and bringing the position to 1,821,181 shares worth $206M. The position accounts for 0.74% of the portfolio, ranked #21.
NewEdge Advisors first reported a position in IVW in Q2 2017 and has held it in 36 quarters since. The position peaked at $216M in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- NewEdge Advisors held 1,821,181 shares of iShares S&P 500 Growth ETF worth $206M as of Q1 2026.
- NewEdge Advisors bought 71,674 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $8.62M.
- iShares S&P 500 Growth ETF made up 0.74% of NewEdge Advisors's portfolio in Q1 2026, its #21 holding.
- NewEdge Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2017 and has held it in 36 quarters since.
- NewEdge Advisors's iShares S&P 500 Growth ETF position peaked at $216M in Q4 2025.
- 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.