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Oak Harvest Investment Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Oak Harvest Investment Services’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 		$711K Buy
5,168
+2
+0% +$264 0.07% 113
2026
Q1 		$584K Sell
5,166
-117
-2% -$14.1K 0.06% 118
2025
Q4 		$651K Buy
5,283
+3
+0.1% +$367 0.07% 124
2025
Q3 		$637K Buy
5,280
+3
+0.1% +$345 0.07% 125
2025
Q2 		$581K Buy
5,277
+332
+7% +$32.9K 0.07% 122
2025
Q1 		$459K Sell
4,945
-7
-0.1% -$706 0.06% 110
2024
Q4 		$503K Buy
4,952
+14
+0.3% +$1.4K 0.07% 118
2024
Q3 		$473K Sell
4,938
-1,168
-19% -$108K 0.07% 109
2024
Q2 		$565K Buy
6,106
+1,175
+24% +$101K 0.09% 98
2024
Q1 		$416K Sell
4,931
-227
-4% -$18.2K 0.07% 103
2023
Q4 		$387K Buy
5,158
+1,294
+33% +$92.1K 0.08% 98
2023
Q3 		$264K Buy
3,864
+89
+2% +$6.3K 0.06% 98
2023
Q2 		$266K Buy
3,775
+6
+0.2% +$397 0.06% 101
2023
Q1 		$241K Buy
3,769
+8
+0.2% +$489 0.06% 99
2022
Q4 		$220K Buy
3,761
+6
+0.2% +$360 0.06% 87
2022
Q3 		$217K Buy
3,755
+7
+0.2% +$455 0.06% 91
2022
Q2 		$226K Sell
3,748
-307
-8% -$20.3K 0.06% 81
2022
Q1 		$310K Buy
4,055
+216
+6% +$16.2K 0.08% 75
2021
Q4 		$321K Buy
3,839
+97
+3% +$7.82K 0.08% 74
2021
Q3 		$277K Sell
3,742
-57
-2% -$4.34K 0.08% 74
2021
Q2 		$276K Buy
3,799
+135
+4% +$9.34K 0.09% 72
2021
Q1 		$239K Buy
3,664
+4
+0.1% +$259 0.09% 69
2020
Q4 		$234K Buy
+3,660
New +$222K 0.1% 65

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Oak Harvest Investment Services's IVW Position: Q2 2026 in Review

Oak Harvest Investment Services increased its iShares S&P 500 Growth ETF (IVW) stake by 0.04% in Q2 2026, buying an estimated $264 and bringing the position to 5,168 shares worth $711K. The position accounts for 0.07% of the portfolio, ranked #113.

Oak Harvest Investment Services first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. 791 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Oak Harvest Investment Services held 5,168 shares of iShares S&P 500 Growth ETF worth $711K as of Q2 2026.
  • Oak Harvest Investment Services bought 2 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $264.
  • iShares S&P 500 Growth ETF made up 0.07% of Oak Harvest Investment Services's portfolio in Q2 2026, its #113 holding.
  • Oak Harvest Investment Services first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 791 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.