Sand Hill Global Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sand Hill Global Advisors’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	$210K	Buy	+1,526	New	+$202K	0.01%	210
2026 Q1	–	Sell	-1,755	Closed	-$216K	–	208
2025 Q4	$216K	Hold	1,755	–	–	0.01%	192
2025 Q3	$212K	Buy	+1,755	New	+$202K	0.01%	192
2022 Q1	–	Sell	-2,761	Closed	-$231K	–	158
2021 Q4	$231K	Hold	2,761	–	–	0.01%	149
2021 Q3	$204K	Sell	2,761 -131	-5%	-$9.99K	0.01%	153
2021 Q2	$210K	Sell	2,892 -407	-12%	-$28.2K	0.01%	153
2021 Q1	$215K	Sell	3,299 -829	-20%	-$53.6K	0.01%	133
2020 Q4	$263K	Sell	4,128 -164	-4%	-$9.94K	0.02%	124
2020 Q3	$248K	Hold	4,292	–	–	0.02%	116
2020 Q2	$223K	Buy	+4,292	New	+$206K	0.02%	117
2020 Q1	–	Sell	-4,292	Closed	-$208K	–	129
2019 Q4	$208K	Buy	+4,292	New	+$199K	0.02%	132
2017 Q4	–	Sell	-7,020	Closed	-$252K	–	114
2017 Q3	$252K	Sell	7,020 -344	-5%	-$12.1K	0.03%	102
2017 Q2	$252K	Sell	7,364 -1,272	-15%	-$43.1K	0.03%	104
2017 Q1	$284K	Sell	8,636 -8,268	-49%	-$265K	0.04%	75
2016 Q4	$515K	Hold	16,904	–	–	0.07%	59
2016 Q3	$514K	Hold	16,904	–	–	0.08%	55
2016 Q2	$493K	Sell	16,904 -3,820	-18%	-$111K	0.08%	55
2016 Q1	$600K	Hold	20,724	–	–	0.09%	56
2015 Q4	$600K	Hold	20,724	–	–	0.1%	61
2015 Q3	$559K	Sell	20,724 -1,200	-5%	-$34.1K	0.09%	62
2015 Q2	$624K	Hold	21,924	–	–	0.1%	62
2015 Q1	$625K	Sell	21,924 -1,420	-6%	-$40.3K	0.1%	62
2014 Q4	$651K	Sell	23,344 -712	-3%	-$19.5K	0.11%	62
2014 Q3	$642K	Sell	24,056 -900	-4%	-$24K	0.11%	60
2014 Q2	$656K	Hold	24,956	–	–	0.12%	59
2014 Q1	$623K	Sell	24,956 -2,128	-8%	-$52.6K	0.13%	59
2013 Q4	$669K	Hold	27,084	–	–	0.14%	58
2013 Q3	$605K	Sell	27,084 -1,396	-5%	-$30.8K	0.1%	59
2013 Q2	$598K	Buy	+28,480	New	+$604K	0.16%	52

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sand Hill Global Advisors's IVW Position: Q2 2026 in Review

Sand Hill Global Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,526 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #210 among its holdings. This is a return to the name: Sand Hill Global Advisors previously reported a position in IVW as recently as Q4 2025.

Sand Hill Global Advisors first reported a position in IVW in Q2 2013 and has held it in 29 quarters since. The position peaked at $669K in Q4 2013. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Sand Hill Global Advisors held 1,526 shares of iShares S&P 500 Growth ETF worth $210K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Sand Hill Global Advisors position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of Sand Hill Global Advisors's portfolio in Q2 2026, its #210 holding.
Sand Hill Global Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 29 quarters since.
Sand Hill Global Advisors's iShares S&P 500 Growth ETF position peaked at $669K in Q4 2013.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.