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Principal Street Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Principal Street Partners’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 		$48.5M Buy
352,808
+261
+0.1% +$34.5K 7.11% 1
2026
Q1 		$39.9M Buy
352,547
+246
+0.1% +$29.6K 6.51% 1
2025
Q4 		$43.4M Buy
352,301
+303
+0.1% +$37.1K 7.32% 1
2025
Q3 		$42.5M Sell
351,998
-351,348
-50% -$40.4M 6.78% 1
2025
Q2 		$77.4M Buy
703,346
+351,988
+100% +$34.8M 7.59% 1
2025
Q1 		$32.6M Buy
351,358
+3,015
+0.9% +$304K 6.07% 1
2024
Q4 		$35.4M Buy
348,343
+59,620
+21% +$5.95M 6.95% 1
2024
Q3 		$26.7M Hold
288,723
– – 4.37% 3
2024
Q2 		$26.7M Buy
288,723
+11,153
+4% +$962K 4.79% 1
2024
Q1 		$23.5M Buy
277,570
+273
+0.1% +$21.9K 4.44% 1
2023
Q4 		$20.8M Sell
277,297
-273,939
-50% -$19.5M 5.02% 1
2023
Q3 		$37.7M Buy
551,236
+275,618
+100% +$19.5M 7.47% 1
2023
Q2 		$19.4M Buy
275,618
+596
+0.2% +$39.4K 4.62% 3
2023
Q1 		$17.6M Buy
275,022
+830
+0.3% +$50.7K 4.44% 2
2022
Q4 		$16M Buy
274,192
+624
+0.2% +$37.5K 4.04% 2
2022
Q3 		$15.8M Buy
273,568
+698
+0.3% +$45.4K 4.22% 2
2022
Q2 		$16.5M Buy
272,870
+481
+0.2% +$31.8K 4.27% 2
2022
Q1 		$20.8M Buy
272,389
+450
+0.2% +$33.8K 4.77% 1
2021
Q4 		$22.8M Buy
271,939
+26,107
+11% +$2.1M 5.48% 1
2021
Q3 		$18.2M Buy
245,832
+31,126
+14% +$2.37M 4.95% 1
2021
Q2 		$15.6M Buy
214,706
+257
+0.1% +$17.8K 4.12% 1
2021
Q1 		$14M Sell
214,449
-233,309
-52% -$15.1M 1.8% 15
2020
Q4 		$28.6M Buy
447,758
+209,602
+88% +$12.7M 8.75% 1
2020
Q3 		$13.8M Buy
238,156
+520
+0.2% +$29.4K 4.83% 1
2020
Q2 		$12.3M Buy
237,636
+480
+0.2% +$23K 4.6% 1
2020
Q1 		$9.79M Sell
237,156
-22,968
-9% -$1.09M 4.11% 1
2019
Q4 		$12.6M Buy
260,124
+27,856
+12% +$1.29M 2.81% 1
2019
Q3 		$10.5M Buy
232,268
+2,872
+1% +$130K 2.62% 2
2019
Q2 		$10.3M Buy
+229,396
New +$10.1M 5.67% 2

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Principal Street Partners's IVW Position: Q2 2026 in Review

Principal Street Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 0.07% in Q2 2026, buying an estimated $34.5K and bringing the position to 352,808 shares worth $48.5M. The position accounts for 7.11% of the portfolio, ranked #1.

Principal Street Partners first reported a position in IVW in Q2 2019 and has held it in 29 quarters since. The position peaked at $77.4M in Q2 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Principal Street Partners held 352,808 shares of iShares S&P 500 Growth ETF worth $48.5M as of Q2 2026.
  • Principal Street Partners bought 261 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $34.5K.
  • iShares S&P 500 Growth ETF made up 7.11% of Principal Street Partners's portfolio in Q2 2026, its #1 holding.
  • Principal Street Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • Principal Street Partners's iShares S&P 500 Growth ETF position peaked at $77.4M in Q2 2025.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.