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Oasis Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Oasis Advisors’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 		$447K Buy
+3,252
New +$429K 0.29% 41
2026
Q1 		– Sell
-3,646
Closed -$449K – 221
2025
Q4 		$449K Buy
+3,646
New +$446K 0.24% 49

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Oasis Advisors's IVW Position: Q2 2026 in Review

Oasis Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 3,252 shares worth $447K. The stake represents 0.29% of the portfolio and ranks #41 among its holdings. This is a return to the name: Oasis Advisors previously reported a position in IVW as recently as Q4 2025.

Oasis Advisors first reported a position in IVW in Q4 2025 and has held it in 2 quarters since. The position peaked at $449K in Q4 2025. 1,056 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Oasis Advisors held 3,252 shares of iShares S&P 500 Growth ETF worth $447K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Oasis Advisors position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.29% of Oasis Advisors's portfolio in Q2 2026, its #41 holding.
  • Oasis Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Oasis Advisors's iShares S&P 500 Growth ETF position peaked at $449K in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Oasis Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.