Palouse Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Palouse Capital 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	$341K	Hold	2,480	–	–	0.21%	62
2026 Q1	$281K	Hold	2,480	–	–	0.19%	64
2025 Q4	$306K	Hold	2,480	–	–	0.2%	64
2025 Q3	$299K	Hold	2,480	–	–	0.19%	63
2025 Q2	$273K	Hold	2,480	–	–	0.18%	60
2025 Q1	$230K	Hold	2,480	–	–	0.16%	62
2024 Q4	$252K	Buy	+2,480	New	+$247K	0.17%	66
2024 Q2	–	Sell	-2,480	Closed	-$209K	–	137
2024 Q1	$209K	Buy	+2,480	New	+$199K	0.14%	67
2016 Q3	–	Sell	-17,840	Closed	-$520K	–	94
2016 Q2	$520K	Sell	17,840 -1,600	-8%	-$46.4K	0.21%	65
2016 Q1	$563K	Buy	+19,440	New	+$535K	0.23%	67

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

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Palouse Capital Management's IVW Position: Q2 2026 in Review

Palouse Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,480 shares worth $341K. The position accounts for 0.21% of the portfolio, ranked #62.

Palouse Capital Management first reported a position in IVW in Q1 2016 and has held it in 10 quarters since. The position peaked at $563K in Q1 2016. 554 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Palouse Capital Management held 2,480 shares of iShares S&P 500 Growth ETF worth $341K as of Q2 2026.
Palouse Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.21% of Palouse Capital Management's portfolio in Q2 2026, its #62 holding.
Palouse Capital Management first reported a position in iShares S&P 500 Growth ETF in Q1 2016 and has held it in 10 quarters since.
Palouse Capital Management's iShares S&P 500 Growth ETF position peaked at $563K in Q1 2016.
554 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.