Qube Research & Technologies (QRT)
IVW icon

Qube Research & Technologies (QRT)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Qube Research & Technologies (QRT)’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
Q1 		$1.23M Buy
10,875
+1,767
+19% +$213K ﹤0.01% 2404
2025
Q4 		$1.12M Sell
9,108
-6,221
-41% -$761K ﹤0.01% 2506
2025
Q3 		$1.85M Buy
15,329
+12,552
+452% +$1.44M ﹤0.01% 2270
2025
Q2 		$306K Sell
2,777
-12,299
-82% -$1.22M ﹤0.01% 2820
2025
Q1 		$1.4M Sell
15,076
-157,365
-91% -$15.9M ﹤0.01% 2115
2024
Q4 		$17.5M Buy
172,441
+130,078
+307% +$13M 0.02% 784
2024
Q3 		$4.06M Buy
42,363
+11,705
+38% +$1.08M 0.01% 1487
2024
Q2 		$2.84M Buy
30,658
+11,948
+64% +$1.03M ﹤0.01% 1484
2024
Q1 		$1.58M Buy
18,710
+7,957
+74% +$639K ﹤0.01% 1879
2023
Q4 		$808K Buy
10,753
+7,090
+194% +$505K ﹤0.01% 2039
2023
Q3 		$251K Buy
3,663
+2,752
+302% +$195K ﹤0.01% 2316
2023
Q2 		$69.6K Sell
911
-8,912
-91% -$589K ﹤0.01% 2018
2023
Q1 		$628K Buy
9,823
+6,887
+235% +$421K ﹤0.01% 1477
2022
Q4 		$172K Sell
2,936
-47,199
-94% -$2.83M ﹤0.01% 1863
2022
Q3 		$2.9M Buy
50,135
+46,552
+1,299% +$3.02M 0.02% 792
2022
Q2 		$216K Sell
3,583
-1,649
-32% -$109K ﹤0.01% 1700
2022
Q1 		$400K Sell
5,232
-10,072
-66% -$757K ﹤0.01% 1639
2021
Q4 		$1.28M Buy
15,304
+9,911
+184% +$798K 0.01% 1048
2021
Q3 		$399K Buy
+5,393
New +$411K 0.01% 1341
2021
Q1 		– Sell
-1,938
Closed -$124K – 2160
2020
Q4 		$124K Sell
1,938
-6,094
-76% -$370K ﹤0.01% 1617
2020
Q3 		$464K Buy
+8,032
New +$455K 0.01% 1071
2020
Q2 		– Sell
-2,400
Closed -$99K – 1857
2020
Q1 		$99K Buy
2,400
+1,600
+200% +$75.7K ﹤0.01% 968
2019
Q4 		$39K Buy
+800
New +$37.1K ﹤0.01% 1488

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Qube Research & Technologies (QRT)'s IVW Position: Q1 2026 in Review

Qube Research & Technologies (QRT) increased its iShares S&P 500 Growth ETF (IVW) stake by 19% in Q1 2026, buying an estimated $213K and bringing the position to 10,875 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2404.

Qube Research & Technologies (QRT) first reported a position in IVW in Q4 2019 and has held it in 23 quarters since. The position peaked at $17.5M in Q4 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Qube Research & Technologies (QRT) held 10,875 shares of iShares S&P 500 Growth ETF worth $1.23M as of Q1 2026.
  • Qube Research & Technologies (QRT) bought 1,767 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $213K.
  • iShares S&P 500 Growth ETF made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q1 2026, its #2404 holding.
  • Qube Research & Technologies (QRT) first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 23 quarters since.
  • Qube Research & Technologies (QRT)'s iShares S&P 500 Growth ETF position peaked at $17.5M in Q4 2024.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.