QPWM
IVW icon

Quadrant Private Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Quadrant Private Wealth Management’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 		– Sell
-101,367
Closed -$11.5M – 224
2026
Q1 		$11.5M Buy
101,367
+6,916
+7% +$832K 1.77% 9
2025
Q4 		$11.6M Buy
94,451
+7,552
+9% +$924K 1.91% 10
2025
Q3 		$10.5M Buy
86,899
+3,867
+5% +$445K 1.92% 12
2025
Q2 		$9.14M Buy
83,032
+6,252
+8% +$619K 1.9% 9
2025
Q1 		$7.13M Buy
76,780
+7,042
+10% +$710K 1.78% 11
2024
Q4 		$7.08M Buy
69,738
+4,264
+7% +$425K 1.74% 11
2024
Q3 		$6.27M Buy
65,474
+95
+0.1% +$8.77K 1.55% 14
2024
Q2 		$6.05M Buy
65,379
+32,747
+100% +$2.82M 1.39% 14
2024
Q1 		$2.76M Buy
32,632
+16,127
+98% +$1.3M 0.7% 38
2023
Q4 		$1.24M Buy
16,505
+2,630
+19% +$187K 0.34% 74
2023
Q3 		$952K Buy
13,875
+7,433
+115% +$526K 0.32% 76
2023
Q2 		$454K Buy
+6,442
New +$426K 0.13% 138

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
Commonwealth Equity Services
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
JC
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Quadrant Private Wealth Management's IVW Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 101,367 shares — an estimated $11.5M sold.

Quadrant Private Wealth Management first reported a position in IVW in Q2 2023 and held it in 12 quarters. The position peaked at $11.6M in Q4 2025. 1,108 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Quadrant Private Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 101,367 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $11.5M.
  • Quadrant Private Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and held it in 12 quarters.
  • Quadrant Private Wealth Management's iShares S&P 500 Growth ETF position peaked at $11.6M in Q4 2025.
  • 1,108 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.