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Salomon & Ludwin’s iShares S&P 500 Growth ETF IVW Stock Holding History

Salomon & Ludwin’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 		$79.1M Sell
578,289
-20,201
-3% -$2.67M 6.51% 1
2026
Q1 		$68.6M Sell
598,490
-14,163
-2% -$1.7M 6.13% 2
2025
Q4 		$75.8M Sell
612,653
-16,236
-3% -$1.99M 6.7% 1
2025
Q3 		$76.1M Sell
628,889
-31,137
-5% -$3.58M 6.85% 1
2025
Q2 		$72.4M Sell
660,026
-27,821
-4% -$2.75M 7.16% 1
2025
Q1 		$63.9M Sell
687,847
-19,944
-3% -$2.01M 6.81% 1
2024
Q4 		$71.9M Sell
707,791
-53,685
-7% -$5.36M 7.61% 1
2024
Q3 		$72.9M Sell
761,476
-76,754
-9% -$7.09M 7.43% 1
2024
Q2 		$77.6M Sell
838,230
-300,393
-26% -$25.9M 8.66% 1
2024
Q1 		$96.1M Sell
1,138,623
-51,138
-4% -$4.11M 8.27% 1
2023
Q4 		$81.3M Hold
1,189,761
– – 8.49% 1
2023
Q3 		$81.3M Sell
1,189,761
-3,041
-0.3% -$215K 8.49% 1
2023
Q2 		$84.1M Buy
1,192,802
+2,005
+0.2% +$133K 8.95% 1
2023
Q1 		$76.1M Buy
1,190,797
+3,143
+0.3% +$192K 9.07% 1
2022
Q4 		$69.5M Sell
1,187,654
-40,915
-3% -$2.46M 8.81% 1
2022
Q3 		$71.1M Buy
1,228,569
+2,680
+0.2% +$174K 10.65% 1
2022
Q2 		$74M Sell
1,225,889
-18,014
-1% -$1.19M 11.44% 1
2022
Q1 		$95M Sell
1,243,903
-16,055
-1% -$1.21M 13.78% 1
2021
Q4 		$105M Sell
1,259,958
-71,233
-5% -$5.74M 14.92% 1
2021
Q3 		$98.4M Sell
1,331,191
-42,835
-3% -$3.27M 15.3% 1
2021
Q2 		$99.9M Buy
1,374,026
+11,278
+0.8% +$781K 15.68% 1
2021
Q1 		$88.7M Sell
1,362,748
-21,382
-2% -$1.38M 15.05% 1
2020
Q4 		$88.3M Sell
1,384,130
-24,838
-2% -$1.51M 16.37% 1
2020
Q3 		$81.4M Sell
1,408,968
-26,260
-2% -$1.49M 16.95% 1
2020
Q2 		$74.4M Sell
1,435,228
-235,792
-14% -$11.3M 16.04% 1
2020
Q1 		$69M Buy
1,671,020
+60,208
+4% +$2.85M 17.74% 1
2019
Q4 		$78M Sell
1,610,812
-79,020
-5% -$3.66M 15.48% 1
2019
Q3 		$76.1M Sell
1,689,832
-16,564
-1% -$749K 15.39% 1
2019
Q2 		$76.5M Buy
1,706,396
+24,092
+1% +$1.06M 15.46% 1
2019
Q1 		$72.5M Buy
1,682,304
+19,024
+1% +$779K 14.93% 1
2018
Q4 		$62.7M Buy
+1,663,280
New +$67.3M 14.47% 1

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

Salomon & Ludwin's IVW Position: Q2 2026 in Review

Salomon & Ludwin reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.4% in Q2 2026, selling an estimated $2.67M and leaving 578,289 shares worth $79.1M. The position accounts for 6.51% of the portfolio, ranked #1.

Salomon & Ludwin first reported a position in IVW in Q4 2018 and has held it in 31 quarters since. The position peaked at $105M in Q4 2021. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Salomon & Ludwin held 578,289 shares of iShares S&P 500 Growth ETF worth $79.1M as of Q2 2026.
  • Salomon & Ludwin sold 20,201 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.67M.
  • iShares S&P 500 Growth ETF made up 6.51% of Salomon & Ludwin's portfolio in Q2 2026, its #1 holding.
  • Salomon & Ludwin first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Salomon & Ludwin's iShares S&P 500 Growth ETF position peaked at $105M in Q4 2021.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.