Newman Dignan & Sheerar Inc’s iShares S&P 500 Growth ETF IVW Stock Holding History

Newman Dignan & Sheerar Inc’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	$517K	Hold	3,762	–	–	0.1%	122
2026 Q1	$426K	Sell	3,762 -210	-5%	-$25.3K	0.09%	132
2025 Q4	$490K	Sell	3,972 -187	-4%	-$22.9K	0.1%	119
2025 Q3	$502K	Sell	4,159 -240	-5%	-$27.6K	0.11%	115
2025 Q2	$484K	Sell	4,399 -53	-1%	-$5.25K	0.11%	119
2025 Q1	$413K	Sell	4,452 -553	-11%	-$55.8K	0.11%	114
2024 Q4	$508K	Sell	5,005 -598	-11%	-$59.7K	0.13%	107
2024 Q3	$547K	Sell	5,603 -209	-4%	-$19.3K	0.13%	111
2024 Q2	$538K	Sell	5,812 -57	-1%	-$4.91K	0.14%	109
2024 Q1	$496K	Sell	5,869 -622	-10%	-$50K	0.13%	117
2023 Q4	$487K	Buy	6,491 +223	+4%	+$15.9K	0.15%	113
2023 Q3	$429K	Sell	6,268 -514	-8%	-$36.4K	0.14%	113
2023 Q2	$478K	Hold	6,782	–	–	0.15%	112
2023 Q1	$433K	Sell	6,782 -214	-3%	-$13.1K	0.14%	120
2022 Q4	$409K	Sell	6,996 -163	-2%	-$9.79K	0.14%	120
2022 Q3	$414	Sell	7,159 -2,217	-24%	-$144K	0.06%	120
2022 Q2	$566K	Sell	9,376 -361	-4%	-$23.9K	0.19%	104
2022 Q1	$744	Sell	9,737 -2,475	-20%	-$186K	0.14%	91
2021 Q4	$1.02M	Buy	12,212 +1	+0%	+$81	0.31%	82
2021 Q3	$903K	Sell	12,211 -500	-4%	-$38.1K	0.26%	79
2021 Q2	$924K	Sell	12,711 -335	-3%	-$23.2K	0.31%	76
2021 Q1	$849K	Sell	13,046 -682	-5%	-$44.1K	0.31%	77
2020 Q4	$876	Sell	13,728 -20	-0.1%	-$1.21K	0.14%	75
2020 Q3	$794K	Sell	13,748 -80	-0.6%	-$4.53K	0.33%	72
2020 Q2	$757K	Sell	13,828 -300	-2%	-$14.4K	0.33%	73
2020 Q1	$634K	Hold	14,128	–	–	0.33%	67
2019 Q4	$684	Buy	14,128 +396	+3%	+$18.4K	0.07%	83
2019 Q3	$618K	Sell	13,732 -108	-0.8%	-$4.88K	0.29%	82
2019 Q2	$620	Buy	13,840 +4	+0%	+$176	0.02%	83
2019 Q1	$596K	Sell	13,836 -236	-2%	-$9.67K	0.24%	83
2018 Q4	$53	Sell	14,072 -196	-1%	-$7.93K	﹤0.01%	143
2018 Q3	$619K	Hold	14,268	–	–	0.27%	88
2018 Q2	$580	Hold	14,268	–	–	0.04%	86
2018 Q1	$556K	Sell	14,268 -840	-6%	-$33.5K	0.28%	89
2017 Q4	$577K	Sell	15,108 -1,012	-6%	-$37.8K	0.29%	90
2017 Q3	$578K	Hold	16,120	–	–	0.31%	91
2017 Q2	$551K	Buy	16,120 +80	+0.5%	+$2.71K	0.31%	90
2017 Q1	$527	Buy	16,040 +164	+1%	+$5.26K	0.23%	95
2016 Q4	$483K	Sell	15,876 -2,948	-16%	-$89K	0.29%	95
2016 Q3	$573K	Sell	18,824 -628	-3%	-$19K	0.36%	76
2016 Q2	$567K	Sell	19,452 -740	-4%	-$21.5K	0.35%	77
2016 Q1	$585K	Sell	20,192 -876	-4%	-$24.1K	0.43%	68
2015 Q4	$610K	Sell	21,068 -16	-0.1%	-$465	0.43%	69
2015 Q3	$568K	Buy	21,084 +84	+0.4%	+$2.39K	0.37%	65
2015 Q2	$598K	Sell	21,000 -20	-0.1%	-$580	0.43%	65
2015 Q1	$599K	Buy	21,020 +52	+0.2%	+$1.48K	0.43%	67
2014 Q4	$585	Buy	20,968 +104	+0.5%	+$2.84K	0.35%	71
2014 Q3	$557K	Hold	20,864	–	–	0.42%	71
2014 Q2	$549	Sell	20,864 -3,196	-13%	-$81.1K	0.31%	76
2014 Q1	$601K	Hold	24,060	–	–	0.43%	73
2013 Q4	$594	Buy	24,060 +4	+0%	+$94	0.03%	75
2013 Q3	$537K	Sell	24,056 -760	-3%	-$16.8K	0.42%	75
2013 Q2	$521	Buy	+24,816	New	+$526K	0.04%	70

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Newman Dignan & Sheerar Inc's IVW Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 3,762 shares worth $517K. The position accounts for 0.1% of the portfolio, ranked #122.

Newman Dignan & Sheerar Inc first reported a position in IVW in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.02M in Q4 2021. 649 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Newman Dignan & Sheerar Inc held 3,762 shares of iShares S&P 500 Growth ETF worth $517K as of Q2 2026.
Newman Dignan & Sheerar Inc left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.1% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #122 holding.
Newman Dignan & Sheerar Inc first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 53 quarters since.
Newman Dignan & Sheerar Inc's iShares S&P 500 Growth ETF position peaked at $1.02M in Q4 2021.
649 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.