Private Advisory Group’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
Q1 | $4.01M | Sell |
35,457
-645
| -2% | -$77.6K | 0.26% | 91 |
|
|
2025
Q4 | $4.45M | Sell |
36,102
-1,585
| -4% | -$194K | 0.35% | 68 |
|
|
2025
Q3 | $4.55M | Sell |
37,687
-957
| -2% | -$110K | 0.37% | 65 |
|
|
2025
Q2 | $4.25M | Buy |
38,644
+342
| +0.9% | +$33.9K | 0.39% | 58 |
|
|
2025
Q1 | $3.56M | Sell |
38,302
-2,627
| -6% | -$265K | 0.4% | 62 |
|
|
2024
Q4 | $4.16M | Sell |
40,929
-65
| -0.2% | -$6.48K | 0.47% | 55 |
|
|
2024
Q3 | $3.93M | Sell |
40,994
-232
| -0.6% | -$21.4K | 0.47% | 50 |
|
|
2024
Q2 | $3.82M | Sell |
41,226
-539
| -1% | -$46.5K | 0.5% | 53 |
|
|
2024
Q1 | $3.53M | Sell |
41,765
-2,557
| -6% | -$205K | 0.5% | 59 |
|
|
2023
Q4 | $3.33M | Sell |
44,322
-2,932
| -6% | -$209K | 0.58% | 48 |
|
|
2023
Q3 | $3.23M | Sell |
47,254
-47,189
| -50% | -$3.34M | 0.64% | 43 |
|
|
2023
Q2 | $6.66M | Sell |
94,443
-6,144
| -6% | -$406K | 1.32% | 18 |
|
|
2023
Q1 | $6.43M | Sell |
100,587
-2,663
| -3% | -$163K | 1.37% | 21 |
|
|
2022
Q4 | $6.04M | Sell |
103,250
-1,707
| -2% | -$102K | 1.32% | 24 |
|
|
2022
Q3 | $6.07M | Buy |
104,957
+3,108
| +3% | +$202K | 1.39% | 21 |
|
|
2022
Q2 | $6.15M | Sell |
101,849
-116,616
| -53% | -$7.72M | 1.39% | 23 |
|
|
2022
Q1 | $16.7M | Buy |
218,465
+521
| +0.2% | +$39.1K | 3.27% | 5 |
|
|
2021
Q4 | $18.2M | Buy |
217,944
+22,759
| +12% | +$1.83M | 3.44% | 6 |
|
|
2021
Q3 | $14.4M | Buy |
195,185
+8,667
| +5% | +$661K | 3.52% | 5 |
|
|
2021
Q2 | $13.6M | Buy |
186,518
+25,274
| +16% | +$1.75M | 3.42% | 5 |
|
|
2021
Q1 | $10.5M | Buy |
161,244
+31,038
| +24% | +$2.01M | 3.01% | 6 |
|
|
2020
Q4 | $8.31M | Buy |
130,206
+17,370
| +15% | +$1.05M | 2.75% | 8 |
|
|
2020
Q3 | $6.52M | Sell |
112,836
-7,004
| -6% | -$396K | 2.62% | 10 |
|
|
2020
Q2 | $6.22M | Sell |
119,840
-25,312
| -17% | -$1.21M | 2.54% | 7 |
|
|
2020
Q1 | $5.99M | Sell |
145,152
-45,348
| -24% | -$2.14M | 3.05% | 5 |
|
|
2019
Q4 | $9.22M | Sell |
190,500
-4,776
| -2% | -$221K | 3.69% | 5 |
|
|
2019
Q3 | $8.79M | Buy |
195,276
+14,960
| +8% | +$677K | 3.86% | 3 |
|
|
2019
Q2 | $8.08M | Sell |
180,316
-28,064
| -13% | -$1.23M | 3.71% | 1 |
|
|
2019
Q1 | $7.85M | Hold |
208,380
| – | – | 4.41% | 1 |
|
|
2018
Q4 | $7.85M | Buy |
208,380
+57,884
| +38% | +$2.34M | 4.41% | 1 |
|
|
2018
Q3 | $6.38M | Sell |
150,496
-1,104
| -0.7% | -$47.4K | 3.25% | 4 |
|
|
2018
Q2 | $6.16M | Sell |
151,600
-19,044
| -11% | -$765K | 3.09% | 3 |
|
|
2018
Q1 | $6.62M | Sell |
170,644
-104,920
| -38% | -$4.19M | 4.08% | 1 |
|
|
2017
Q4 | $10.5M | Buy |
275,564
+10,280
| +4% | +$384K | 5.67% | 1 |
|
|
2017
Q3 | $9.51M | Buy |
265,284
+2,924
| +1% | +$103K | 5.64% | 1 |
|
|
2017
Q2 | $8.98M | Buy |
262,360
+420
| +0.2% | +$14.2K | 5.35% | 1 |
|
|
2017
Q1 | $8.61M | Sell |
261,940
-20,612
| -7% | -$661K | 5.78% | 1 |
|
|
2016
Q4 | $8.6M | Buy |
+282,552
| New | +$8.53M | 5.94% | 1 |
|
Other funds holding IVW
Private Advisory Group's IVW Position: Q1 2026 in Review
Private Advisory Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.8% in Q1 2026, selling an estimated $77.6K and leaving 35,457 shares worth $4.01M. The position accounts for 0.26% of the portfolio, ranked #91.
Private Advisory Group first reported a position in IVW in Q4 2016 and has held it in 38 quarters since. The position peaked at $18.2M in Q4 2021. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Private Advisory Group held 35,457 shares of iShares S&P 500 Growth ETF worth $4.01M as of Q1 2026.
- Private Advisory Group sold 645 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $77.6K.
- iShares S&P 500 Growth ETF made up 0.26% of Private Advisory Group's portfolio in Q1 2026, its #91 holding.
- Private Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 38 quarters since.
- Private Advisory Group's iShares S&P 500 Growth ETF position peaked at $18.2M in Q4 2021.
- 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.