NorthRock Partners’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 | $8.09M | Buy |
71,554
+7,400
| +12% | +$890K | 0.13% | 94 |
|
|
2025
Q4 | $7.91M | Buy |
64,154
+3,793
| +6% | +$464K | 0.13% | 91 |
|
|
2025
Q3 | $7.29M | Sell |
60,361
-843
| -1% | -$97K | 0.13% | 93 |
|
|
2025
Q2 | $6.74M | Sell |
61,204
-3,442
| -5% | -$341K | 0.18% | 55 |
|
|
2025
Q1 | $6M | Sell |
64,646
-1,447
| -2% | -$146K | 0.2% | 55 |
|
|
2024
Q4 | $6.71M | Sell |
66,093
-2,344
| -3% | -$234K | 0.22% | 55 |
|
|
2024
Q3 | $6.55M | Sell |
68,437
-7,211
| -10% | -$666K | 0.22% | 57 |
|
|
2024
Q2 | $7M | Sell |
75,648
-17,564
| -19% | -$1.51M | 0.26% | 49 |
|
|
2024
Q1 | $7.87M | Buy |
93,212
+11,517
| +14% | +$925K | 0.3% | 45 |
|
|
2023
Q4 | $6.14M | Buy |
81,695
+74,653
| +1,060% | +$5.31M | 0.26% | 54 |
|
|
2023
Q3 | $482K | Buy |
7,042
+22
| +0.3% | +$1.56K | 0.05% | 164 |
|
|
2023
Q2 | $495K | Hold |
7,020
| – | – | 0.05% | 139 |
|
|
2023
Q1 | $449K | Sell |
7,020
-930
| -12% | -$56.8K | 0.05% | 162 |
|
|
2022
Q4 | $465K | Buy |
7,950
+1,912
| +32% | +$115K | 0.05% | 167 |
|
|
2022
Q3 | $349K | Hold |
6,038
| – | – | 0.04% | 181 |
|
|
2022
Q2 | $364K | Sell |
6,038
-648
| -10% | -$42.9K | 0.04% | 190 |
|
|
2022
Q1 | $511K | Buy |
6,686
+70
| +1% | +$5.26K | 0.05% | 171 |
|
|
2021
Q4 | $554K | Buy |
6,616
+265
| +4% | +$21.3K | 0.04% | 166 |
|
|
2021
Q3 | $498K | Sell |
6,351
-593
| -9% | -$45.2K | 0.04% | 159 |
|
|
2021
Q2 | $505K | Sell |
6,944
-168
| -2% | -$11.6K | 0.04% | 137 |
|
|
2021
Q1 | $463K | Buy |
7,112
+512
| +8% | +$33.1K | 0.04% | 129 |
|
|
2020
Q4 | $421K | Sell |
6,600
-15,688
| -70% | -$951K | 0.04% | 141 |
|
|
2020
Q3 | $322K | Buy |
22,288
+15,636
| +235% | +$885K | 0.04% | 155 |
|
|
2020
Q2 | $345K | Sell |
6,652
-2,436
| -27% | -$117K | 0.04% | 144 |
|
|
2020
Q1 | $375K | Buy |
9,088
+40
| +0.4% | +$1.89K | 0.05% | 128 |
|
|
2019
Q4 | $438K | Sell |
9,048
-7,068
| -44% | -$328K | 0.05% | 166 |
|
|
2019
Q3 | $726K | Buy |
16,116
+10,016
| +164% | +$453K | 0.1% | 98 |
|
|
2019
Q2 | $273K | Sell |
6,100
-380
| -6% | -$16.7K | 0.08% | 63 |
|
|
2019
Q1 | $279K | Buy |
6,480
+220
| +4% | +$9.01K | 0.07% | 67 |
|
|
2018
Q4 | $236K | Buy |
6,260
+100
| +2% | +$4.05K | 0.07% | 80 |
|
|
2018
Q3 | $273K | Sell |
6,160
-604
| -9% | -$26K | 0.08% | 52 |
|
|
2018
Q2 | $277K | Hold |
6,764
| – | – | 0.09% | 47 |
|
|
2018
Q1 | $262K | Sell |
6,764
-924
| -12% | -$36.9K | 0.09% | 44 |
|
|
2017
Q4 | $293K | Sell |
7,688
-260
| -3% | -$9.71K | 0.09% | 42 |
|
|
2017
Q3 | $285K | Buy |
+7,948
| New | +$280K | 0.11% | 40 |
|
Other funds holding IVW
NorthRock Partners's IVW Position: Q1 2026 in Review
NorthRock Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q1 2026, buying an estimated $890K and bringing the position to 71,554 shares worth $8.09M. The position accounts for 0.13% of the portfolio, ranked #94.
NorthRock Partners first reported a position in IVW in Q3 2017 and has held it in 35 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- NorthRock Partners held 71,554 shares of iShares S&P 500 Growth ETF worth $8.09M as of Q1 2026.
- NorthRock Partners bought 7,400 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $890K.
- iShares S&P 500 Growth ETF made up 0.13% of NorthRock Partners's portfolio in Q1 2026, its #94 holding.
- NorthRock Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and has held it in 35 quarters since.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.