Patriot Financial Group Insurance Agency’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 | $8.74M | Sell |
63,562
-55,344
| -47% | -$7.31M | 0.9% | 19 |
|
|
2026
Q1 | $13.4M | Buy |
118,906
+61,614
| +108% | +$7.41M | 0.76% | 22 |
|
|
2025
Q4 | $7.06M | Buy |
57,292
+6,578
| +13% | +$805K | 0.84% | 19 |
|
|
2025
Q3 | $6.12M | Sell |
50,714
-16,316
| -24% | -$1.88M | 0.78% | 24 |
|
|
2025
Q2 | $7.38M | Sell |
67,030
-2,427
| -3% | -$240K | 0.85% | 18 |
|
|
2025
Q1 | $6.45M | Sell |
69,457
-6,391
| -8% | -$644K | 0.86% | 21 |
|
|
2024
Q4 | $7.7M | Buy |
75,848
+1,397
| +2% | +$139K | 1.03% | 16 |
|
|
2024
Q3 | $7.13M | Buy |
74,451
+15,153
| +26% | +$1.4M | 0.96% | 17 |
|
|
2024
Q2 | $5.49M | Buy |
59,298
+14,621
| +33% | +$1.26M | 0.81% | 22 |
|
|
2024
Q1 | $3.77M | Buy |
44,677
+40,283
| +917% | +$3.24M | 0.6% | 30 |
|
|
2023
Q4 | $330K | Buy |
4,394
+1,080
| +33% | +$76.9K | 0.06% | 314 |
|
|
2023
Q3 | $227K | Sell |
3,314
-14,948
| -82% | -$1.06M | 0.05% | 387 |
|
|
2023
Q2 | $1.29M | Sell |
18,262
-1,195
| -6% | -$79K | 0.24% | 100 |
|
|
2023
Q1 | $1.24M | Buy |
19,457
+125
| +0.6% | +$7.64K | 0.25% | 95 |
|
|
2022
Q4 | $1.13M | Sell |
19,332
-13,422
| -41% | -$806K | 0.15% | 88 |
|
|
2022
Q3 | $1.9M | Sell |
32,754
-52,566
| -62% | -$3.42M | 0.46% | 46 |
|
|
2022
Q2 | $5.15M | Buy |
85,320
+1,309
| +2% | +$86.6K | 1.05% | 18 |
|
|
2022
Q1 | $6.42M | Sell |
84,011
-1,059
| -1% | -$79.6K | 1.14% | 15 |
|
|
2021
Q4 | $7.12M | Sell |
85,070
-4,119
| -5% | -$332K | 1.18% | 13 |
|
|
2021
Q3 | $6.59M | Buy |
89,189
+740
| +0.8% | +$56.4K | 1.17% | 10 |
|
|
2021
Q2 | $6.43M | Buy |
88,449
+88,369
| +110,461% | +$6.12M | 1.18% | 9 |
|
|
2021
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 1557 |
|
|
2020
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 1433 |
|
|
2020
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 1231 |
|
|
2020
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 1237 |
|
|
2020
Q1 | $3K | Sell |
80
-636
| -89% | -$30.1K | ﹤0.01% | 1219 |
|
|
2019
Q4 | $35K | Buy |
716
+8
| +1% | +$371 | 0.01% | 550 |
|
|
2019
Q3 | $32K | Sell |
708
-480
| -40% | -$21.7K | 0.01% | 529 |
|
|
2019
Q2 | $54K | Sell |
1,188
-1,168
| -50% | -$51.4K | 0.02% | 420 |
|
|
2019
Q1 | $101K | Buy |
2,356
+1,732
| +278% | +$71K | 0.05% | 271 |
|
|
2018
Q4 | $24K | Buy |
624
+544
| +680% | +$22K | 0.02% | 437 |
|
|
2018
Q3 | $4K | Buy |
+80
| New | +$3.44K | ﹤0.01% | 779 |
|
|
2018
Q2 | – | Sell |
-18,752
| Closed | -$709K | – | 759 |
|
|
2018
Q1 | $709K | Sell |
18,752
-504
| -3% | -$20.1K | 0.52% | 38 |
|
|
2017
Q4 | $760K | Sell |
19,256
-3,040
| -14% | -$114K | 0.57% | 29 |
|
|
2017
Q3 | $810K | Buy |
22,296
+3,004
| +16% | +$106K | 0.72% | 19 |
|
|
2017
Q2 | $663K | Buy |
19,292
+2,636
| +16% | +$89.3K | 0.69% | 21 |
|
|
2017
Q1 | $546K | Sell |
16,656
-3,468
| -17% | -$111K | 0.58% | 28 |
|
|
2016
Q4 | $627K | Buy |
+20,124
| New | +$608K | 0.86% | 17 |
|
Other funds holding IVW
Patriot Financial Group Insurance Agency's IVW Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency reduced its iShares S&P 500 Growth ETF (IVW) stake by 47% in Q2 2026, selling an estimated $7.31M and leaving 63,562 shares worth $8.74M. The position accounts for 0.9% of the portfolio, ranked #19.
Patriot Financial Group Insurance Agency first reported a position in IVW in Q4 2016 and has held it in 38 quarters since. The position peaked at $13.4M in Q1 2026. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Patriot Financial Group Insurance Agency held 63,562 shares of iShares S&P 500 Growth ETF worth $8.74M as of Q2 2026.
- Patriot Financial Group Insurance Agency sold 55,344 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $7.31M.
- iShares S&P 500 Growth ETF made up 0.9% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #19 holding.
- Patriot Financial Group Insurance Agency first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 38 quarters since.
- Patriot Financial Group Insurance Agency's iShares S&P 500 Growth ETF position peaked at $13.4M in Q1 2026.
- 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.