Pine Valley Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History

Pine Valley Investments’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	$625K	Buy	4,543 +35	+0.8%	+$4.62K	0.02%	367
2026 Q1	$510K	Buy	4,508 +467	+12%	+$56.2K	0.02%	376
2025 Q4	$498K	Hold	4,041	–	–	0.02%	366
2025 Q3	$488K	Hold	4,041	–	–	0.02%	359
2025 Q2	$445K	Buy	4,041 +53	+1%	+$5.25K	0.02%	359
2025 Q1	$370K	Sell	3,988 -203	-5%	-$20.5K	0.02%	380
2024 Q4	$426K	Buy	+4,191	New	+$418K	0.03%	360

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Pine Valley Investments's IVW Position: Q2 2026 in Review

Pine Valley Investments increased its iShares S&P 500 Growth ETF (IVW) stake by 0.78% in Q2 2026, buying an estimated $4.62K and bringing the position to 4,543 shares worth $625K. The position accounts for 0.02% of the portfolio, ranked #367.

Pine Valley Investments first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 1,335 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Pine Valley Investments held 4,543 shares of iShares S&P 500 Growth ETF worth $625K as of Q2 2026.
Pine Valley Investments bought 35 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $4.62K.
iShares S&P 500 Growth ETF made up 0.02% of Pine Valley Investments's portfolio in Q2 2026, its #367 holding.
Pine Valley Investments first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,335 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.