Palisade 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 | $720K | Hold |
5,234
| – | – | 0.07% | 135 |
|
|
2026
Q1 | $592K | Buy |
5,234
+128
| +3% | +$15.4K | 0.06% | 140 |
|
|
2025
Q4 | $629K | Sell |
5,106
-600
| -11% | -$73.4K | 0.06% | 132 |
|
|
2025
Q3 | $689K | Hold |
5,706
| – | – | 0.06% | 130 |
|
|
2025
Q2 | $628K | Hold |
5,706
| – | – | 0.06% | 134 |
|
|
2025
Q1 | $530K | Hold |
5,706
| – | – | 0.05% | 140 |
|
|
2024
Q4 | $579K | Hold |
5,706
| – | – | 0.06% | 137 |
|
|
2024
Q3 | $546K | Hold |
5,706
| – | – | 0.05% | 147 |
|
|
2024
Q2 | $528K | Hold |
5,706
| – | – | 0.05% | 148 |
|
|
2024
Q1 | $482K | Hold |
5,706
| – | – | 0.05% | 156 |
|
|
2023
Q4 | $429K | Buy |
5,706
+354
| +7% | +$25.2K | 0.05% | 154 |
|
|
2023
Q3 | $366K | Hold |
5,352
| – | – | 0.04% | 157 |
|
|
2023
Q2 | $377K | Hold |
5,352
| – | – | 0.04% | 156 |
|
|
2023
Q1 | $342K | Hold |
5,352
| – | – | 0.04% | 156 |
|
|
2022
Q4 | $313K | Hold |
5,352
| – | – | 0.04% | 164 |
|
|
2022
Q3 | $310K | Hold |
5,352
| – | – | 0.04% | 156 |
|
|
2022
Q2 | $323K | Hold |
5,352
| – | – | 0.04% | 159 |
|
|
2022
Q1 | $409K | Hold |
5,352
| – | – | 0.05% | 157 |
|
|
2021
Q4 | $448K | Hold |
5,352
| – | – | 0.05% | 150 |
|
|
2021
Q3 | $396K | Hold |
5,352
| – | – | 0.05% | 155 |
|
|
2021
Q2 | $389K | Hold |
5,352
| – | – | 0.05% | 154 |
|
|
2021
Q1 | $348K | Hold |
5,352
| – | – | 0.04% | 155 |
|
|
2020
Q4 | $342K | Hold |
5,352
| – | – | 0.05% | 155 |
|
|
2020
Q3 | $309K | Hold |
5,352
| – | – | 0.05% | 150 |
|
|
2020
Q2 | $278K | Hold |
5,352
| – | – | 0.04% | 155 |
|
|
2020
Q1 | $221K | Hold |
5,352
| – | – | 0.04% | 157 |
|
|
2019
Q4 | $259K | Hold |
5,352
| – | – | 0.04% | 166 |
|
|
2019
Q3 | $241K | Hold |
5,352
| – | – | 0.04% | 163 |
|
|
2019
Q2 | $240K | Hold |
5,352
| – | – | 0.04% | 164 |
|
|
2019
Q1 | $231K | Hold |
5,352
| – | – | 0.04% | 168 |
|
|
2018
Q4 | $202K | Hold |
5,352
| – | – | 0.03% | 156 |
|
|
2018
Q3 | $237K | Hold |
5,352
| – | – | 0.03% | 159 |
|
|
2018
Q2 | $218K | Sell |
5,352
-6,000
| -53% | -$241K | 0.03% | 159 |
|
|
2018
Q1 | $440K | Hold |
11,352
| – | – | 0.07% | 129 |
|
|
2017
Q4 | $434K | Buy |
+11,352
| New | +$424K | 0.07% | 131 |
|
Other funds holding IVW
Palisade Asset Management's IVW Position: Q2 2026 in Review
Palisade Asset Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 5,234 shares worth $720K. The position accounts for 0.07% of the portfolio, ranked #135.
Palisade Asset Management first reported a position in IVW in Q4 2017 and has held it in 35 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Palisade Asset Management held 5,234 shares of iShares S&P 500 Growth ETF worth $720K as of Q2 2026.
- Palisade Asset Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
- iShares S&P 500 Growth ETF made up 0.07% of Palisade Asset Management's portfolio in Q2 2026, its #135 holding.
- Palisade Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 35 quarters since.
- 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.