Norden Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Norden Group’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	$956K	Sell	6,950 -174	-2%	-$23K	0.08%	224
2026 Q1	$806K	Sell	7,124 -747	-9%	-$89.8K	0.08%	231
2025 Q4	$970K	Sell	7,871 -9,745	-55%	-$1.19M	0.1%	196
2025 Q3	$2.13M	Sell	17,616 -66,299	-79%	-$7.63M	0.22%	92
2025 Q2	$9.24M	Sell	83,915 -156,902	-65%	-$15.5M	1%	13
2025 Q1	$22.4M	Buy	240,817 +164,165	+214%	+$16.5M	2.57%	6
2024 Q4	$7.78M	Buy	76,652 +1,859	+2%	+$185K	0.88%	19
2024 Q3	$7.16M	Buy	74,793 +8,294	+12%	+$766K	0.85%	22
2024 Q2	$6.15M	Buy	66,499 +9,726	+17%	+$838K	1.24%	16
2024 Q1	$4.79M	Buy	+56,773	New	+$4.56M	0.97%	21

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Norden Group's IVW Position: Q2 2026 in Review

Norden Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.4% in Q2 2026, selling an estimated $23K and leaving 6,950 shares worth $956K. The position accounts for 0.08% of the portfolio, ranked #224.

Norden Group first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.4M in Q1 2025. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Norden Group held 6,950 shares of iShares S&P 500 Growth ETF worth $956K as of Q2 2026.
Norden Group sold 174 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $23K.
iShares S&P 500 Growth ETF made up 0.08% of Norden Group's portfolio in Q2 2026, its #224 holding.
Norden Group first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Norden Group's iShares S&P 500 Growth ETF position peaked at $22.4M in Q1 2025.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.