Polianta Ltd’s iShares S&P 500 Growth ETF IVW Stock Holding History

Polianta Ltd’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	$10.7M	Sell	78,000 -2,900	-4%	-$383K	1.33%	11
2026 Q1	$9.15M	Buy	+80,900	New	+$9.73M	1.21%	12
2025 Q3	–	Sell	-77,900	Closed	-$8.58M	–	92
2025 Q2	$8.58M	Buy	+77,900	New	+$7.71M	3.7%	8
2024 Q3	–	Sell	-78,200	Closed	-$7.24M	–	85
2024 Q2	$7.24M	Sell	78,200 -3,300	-4%	-$284K	3.66%	8
2024 Q1	$6.88M	Buy	+81,500	New	+$6.55M	3.35%	10
2022 Q3	–	Sell	-66,200	Closed	-$4M	–	81
2022 Q2	$4M	Buy	+66,200	New	+$4.38M	3.41%	10
2022 Q1	–	Sell	-104,800	Closed	-$8.77M	–	87
2021 Q4	$8.77M	Sell	104,800 -1,800	-2%	-$145K	3.78%	11
2021 Q3	$7.88M	Sell	106,600 -80,000	-43%	-$6.1M	3.65%	10
2021 Q2	$13.6M	Buy	+186,600	New	+$12.9M	7.04%	3
2020 Q4	–	Sell	-213,600	Closed	-$12.3M	–	77
2020 Q3	$12.3M	Buy	+213,600	New	+$12.1M	7.3%	4
2019 Q1	–	Sell	-164,800	Closed	-$6.21M	–	82
2018 Q4	$6.21M	Buy	164,800 +13,200	+9%	+$534K	3.09%	15
2018 Q3	$6.71M	Buy	151,600 +3,600	+2%	+$155K	3.37%	7
2018 Q2	$6.02M	Hold	148,000	–	–	1.88%	18
2018 Q1	$5.74M	Buy	+148,000	New	+$5.9M	1.76%	16
2017 Q2	–	Sell	-179,600	Closed	-$5.91M	–	87
2017 Q1	$5.91M	Buy	+179,600	New	+$5.76M	3.55%	10

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

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

HWM

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

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

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Polianta Ltd's IVW Position: Q2 2026 in Review

Polianta Ltd reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.6% in Q2 2026, selling an estimated $383K and leaving 78,000 shares worth $10.7M. The position accounts for 1.33% of the portfolio, ranked #11.

Polianta Ltd first reported a position in IVW in Q1 2017 and has held it in 15 quarters since. The position peaked at $13.6M in Q2 2021. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Polianta Ltd held 78,000 shares of iShares S&P 500 Growth ETF worth $10.7M as of Q2 2026.
Polianta Ltd sold 2,900 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $383K.
iShares S&P 500 Growth ETF made up 1.33% of Polianta Ltd's portfolio in Q2 2026, its #11 holding.
Polianta Ltd first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and has held it in 15 quarters since.
Polianta Ltd's iShares S&P 500 Growth ETF position peaked at $13.6M in Q2 2021.
1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Polianta Ltd's 13F filing for Q2 2026, filed 8 Jul 2026.