Pacific Asset Management’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
Q2
$243K Buy
+1,765
New +$233K 0.12% 67
2026
Q1
Sell
-1,761
Closed -$217K 72
2025
Q4
$217K Buy
1,761
+1
+0.1% +$122 0.13% 62
2025
Q3
$212K Buy
+1,760
New +$202K 0.14% 61

Other funds holding IVW

Pacific Asset Management's IVW Position: Q2 2026 in Review

Pacific Asset Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,765 shares worth $243K. The stake represents 0.12% of the portfolio and ranks #67 among its holdings. This is a return to the name: Pacific Asset Management previously reported a position in IVW as recently as Q4 2025.

Pacific Asset Management first reported a position in IVW in Q3 2025 and has held it in 3 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Pacific Asset Management held 1,765 shares of iShares S&P 500 Growth ETF worth $243K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Pacific Asset Management position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.12% of Pacific Asset Management's portfolio in Q2 2026, its #67 holding.
  • Pacific Asset Management first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Pacific Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.