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Patriot Investment Management Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Patriot Investment Management Group’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 		$6.84M Sell
49,726
-258
-0.5% -$34.1K 0.4% 37
2026
Q1 		$5.65M Sell
49,984
-128
-0.3% -$15.4K 0.36% 39
2025
Q4 		$6.18M Sell
50,112
-3,035
-6% -$371K 0.39% 39
2025
Q3 		$6.42M Sell
53,147
-6,160
-10% -$708K 0.42% 35
2025
Q2 		$6.53M Sell
59,307
-924
-2% -$91.5K 0.45% 35
2025
Q1 		$5.59M Hold
60,231
– – 0.42% 37
2024
Q4 		$6.12M Buy
60,231
+432
+0.7% +$43.1K 0.46% 34
2024
Q3 		$5.73M Sell
59,799
-231
-0.4% -$21.3K 0.42% 36
2024
Q2 		$5.56M Sell
60,030
-1,280
-2% -$110K 0.43% 38
2024
Q1 		$5.18M Sell
61,310
-51
-0.1% -$4.1K 0.41% 39
2023
Q4 		$4.61M Sell
61,361
-349
-0.6% -$24.8K 0.39% 38
2023
Q3 		$4.22M Sell
61,710
-24
-0% -$1.7K 0.39% 42
2023
Q2 		$4.35M Sell
61,734
-145
-0.2% -$9.59K 0.37% 44
2023
Q1 		$3.95M Sell
61,879
-1,718
-3% -$105K 0.35% 44
2022
Q4 		$3.93M Sell
63,597
-1,000
-2% -$60K 0.34% 43
2022
Q3 		$3.74M Sell
64,597
-809
-1% -$52.6K 0.39% 44
2022
Q2 		$3.95M Sell
65,406
-561
-0.9% -$37.1K 0.39% 42
2022
Q1 		$5.04M Buy
65,967
+687
+1% +$51.6K 0.44% 38
2021
Q4 		$5.46M Sell
65,280
-539
-0.8% -$43.4K 0.46% 37
2021
Q3 		$4.86M Hold
65,819
– – 0.44% 38
2021
Q2 		$4.79M Buy
65,819
+4
+0% +$277 0.44% 39
2021
Q1 		$4.29M Buy
65,815
+17,659
+37% +$1.14M 0.42% 39
2020
Q4 		$3.07M Sell
48,156
-17,928
-27% -$1.09M 0.46% 31
2020
Q3 		$3.82M Buy
66,084
+4
+0% +$226 0.46% 38
2020
Q2 		$3.43M Sell
66,080
-396
-0.6% -$19K 0.43% 42
2020
Q1 		$2.74M Sell
66,476
-668
-1% -$31.6K 0.42% 41
2019
Q4 		$3.25M Hold
67,144
– – 0.42% 43
2019
Q3 		$2.99M Hold
67,144
– – 0.41% 43
2019
Q2 		$3.01M Sell
67,144
-2,680
-4% -$118K 0.42% 42
2019
Q1 		$3.01M Buy
+69,824
New +$2.86M 0.44% 42

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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

Patriot Investment Management Group's IVW Position: Q2 2026 in Review

Patriot Investment Management Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.52% in Q2 2026, selling an estimated $34.1K and leaving 49,726 shares worth $6.84M. The position accounts for 0.4% of the portfolio, ranked #37.

Patriot Investment Management Group first reported a position in IVW in Q1 2019 and has held it in 30 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Patriot Investment Management Group held 49,726 shares of iShares S&P 500 Growth ETF worth $6.84M as of Q2 2026.
  • Patriot Investment Management Group sold 258 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $34.1K.
  • iShares S&P 500 Growth ETF made up 0.4% of Patriot Investment Management Group's portfolio in Q2 2026, its #37 holding.
  • Patriot Investment Management Group first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.