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Northeast Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Northeast Investment Management’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 		$276K Hold
2,004
– – 0.01% 181
2026
Q1 		$227K Hold
2,004
– – 0.01% 185
2025
Q4 		$247K Hold
2,004
– – 0.01% 175
2025
Q3 		$242K Hold
2,004
– – 0.01% 169
2025
Q2 		$221K Buy
+2,004
New +$198K 0.01% 177
2025
Q1 		– Sell
-2,004
Closed -$203K – 184
2024
Q4 		$203K Buy
+2,004
New +$200K 0.01% 181

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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

Northeast Investment Management's IVW Position: Q2 2026 in Review

Northeast Investment Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,004 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #181.

Northeast Investment Management first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Northeast Investment Management held 2,004 shares of iShares S&P 500 Growth ETF worth $276K as of Q2 2026.
  • Northeast Investment Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.01% of Northeast Investment Management's portfolio in Q2 2026, its #181 holding.
  • Northeast Investment Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Northeast Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.