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IVW icon

One Day In July LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

One Day In July LLC’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 		$1.38M Buy
10,056
+3
+0% +$396 0.1% 65
2026
Q1 		$1.14M Buy
10,053
+2
+0% +$241 0.09% 71
2025
Q4 		$1.24M Buy
10,051
+2
+0% +$245 0.1% 64
2025
Q3 		$1.21M Sell
10,049
-54
-0.5% -$6.21K 0.1% 62
2025
Q2 		$1.11M Buy
10,103
+735
+8% +$72.7K 0.1% 65
2025
Q1 		$870K Sell
9,368
-248
-3% -$25K 0.09% 66
2024
Q4 		$976K Sell
9,616
-43
-0.4% -$4.29K 0.1% 62
2024
Q3 		$925K Buy
9,659
+82
+0.9% +$7.57K 0.1% 66
2024
Q2 		$886K Buy
9,577
+1
+0% +$86 0.11% 64
2024
Q1 		$809K Buy
9,576
+423
+5% +$34K 0.11% 67
2023
Q4 		$687K Sell
9,153
-730
-7% -$52K 0.1% 69
2023
Q3 		$676K Buy
9,883
+880
+10% +$62.3K 0.12% 60
2023
Q2 		$635K Buy
9,003
+388
+5% +$25.6K 0.11% 60
2023
Q1 		$550K Sell
8,615
-77
-0.9% -$4.71K 0.11% 61
2022
Q4 		$508K Buy
+8,692
New +$522K 0.1% 60

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 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

One Day In July LLC's IVW Position: Q2 2026 in Review

One Day In July LLC increased its iShares S&P 500 Growth ETF (IVW) stake by 0.03% in Q2 2026, buying an estimated $396 and bringing the position to 10,056 shares worth $1.38M. The position accounts for 0.1% of the portfolio, ranked #65.

One Day In July LLC first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 1,179 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • One Day In July LLC held 10,056 shares of iShares S&P 500 Growth ETF worth $1.38M as of Q2 2026.
  • One Day In July LLC bought 3 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $396.
  • iShares S&P 500 Growth ETF made up 0.1% of One Day In July LLC's portfolio in Q2 2026, its #65 holding.
  • One Day In July LLC first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,179 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on One Day In July LLC's 13F filing for Q2 2026, filed 3 Aug 2026.