Palisade Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Palisade Asset Management’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	$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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

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. 686 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.
686 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.