SeaCrest Wealth Management’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
Q2 | $1.12M | Sell |
8,118
-550
| -6% | -$72.6K | 0.12% | 150 |
|
|
2026
Q1 | $980K | Buy |
8,668
+1,706
| +25% | +$205K | 0.1% | 192 |
|
|
2025
Q4 | $869K | Buy |
6,962
+865
| +14% | +$106K | 0.09% | 213 |
|
|
2025
Q3 | $744K | Sell |
6,097
-273
| -4% | -$31.4K | 0.08% | 232 |
|
|
2025
Q2 | $701K | Sell |
6,370
-1,399
| -18% | -$138K | 0.08% | 240 |
|
|
2025
Q1 | $721K | Sell |
7,769
-1,551
| -17% | -$156K | 0.08% | 245 |
|
|
2024
Q4 | $946K | Buy |
9,320
+325
| +4% | +$32.4K | 0.1% | 189 |
|
|
2024
Q3 | $861K | Buy |
8,995
+2
| +0% | +$185 | 0.09% | 216 |
|
|
2024
Q2 | $832K | Sell |
8,993
-959
| -10% | -$82.7K | 0.09% | 205 |
|
|
2024
Q1 | $840K | Sell |
9,952
-1,940
| -16% | -$156K | 0.1% | 208 |
|
|
2023
Q4 | $868K | Sell |
11,892
-855
| -7% | -$60.9K | 0.11% | 197 |
|
|
2023
Q3 | $872K | Buy |
12,747
+580
| +5% | +$41K | 0.11% | 188 |
|
|
2023
Q2 | $858K | Buy |
12,167
+4
| +0% | +$264 | 0.11% | 202 |
|
|
2023
Q1 | $777K | Sell |
12,163
-19
| -0.2% | -$1.16K | 0.11% | 218 |
|
|
2022
Q4 | $713K | Buy |
12,182
+4
| +0% | +$240 | 0.1% | 230 |
|
|
2022
Q3 | $704K | Buy |
12,178
+281
| +2% | +$18.3K | 0.11% | 207 |
|
|
2022
Q2 | $718K | Sell |
11,897
-865
| -7% | -$57.2K | 0.09% | 231 |
|
|
2022
Q1 | $975K | Sell |
12,762
-4,376
| -26% | -$329K | 0.11% | 198 |
|
|
2021
Q4 | $1.43M | Buy |
17,138
+307
| +2% | +$24.7K | 0.16% | 131 |
|
|
2021
Q3 | $1.24M | Sell |
16,831
-342
| -2% | -$26.1K | 0.15% | 147 |
|
|
2021
Q2 | $1.25M | Sell |
17,173
-206
| -1% | -$14.3K | 0.15% | 140 |
|
|
2021
Q1 | $1.13M | Sell |
17,379
-385
| -2% | -$24.9K | 0.15% | 148 |
|
|
2020
Q4 | $1.13M | Buy |
17,764
+292
| +2% | +$17.7K | 0.16% | 137 |
|
|
2020
Q3 | $1.01M | Sell |
17,472
-392
| -2% | -$22.2K | 0.16% | 131 |
|
|
2020
Q2 | $927K | Sell |
17,864
-1,024
| -5% | -$49.1K | 0.16% | 138 |
|
|
2020
Q1 | $779K | Sell |
18,888
-1,832
| -9% | -$86.6K | 0.17% | 135 |
|
|
2019
Q4 | $1M | Sell |
20,720
-64
| -0.3% | -$2.97K | 0.17% | 140 |
|
|
2019
Q3 | $935K | Buy |
20,784
+3,072
| +17% | +$139K | 0.18% | 149 |
|
|
2019
Q2 | $794K | Buy |
17,712
+776
| +5% | +$34.1K | 0.16% | 156 |
|
|
2019
Q1 | $730K | Buy |
16,936
+268
| +2% | +$11K | 0.13% | 165 |
|
|
2018
Q4 | $628K | Sell |
16,668
-196
| -1% | -$7.93K | 0.13% | 172 |
|
|
2018
Q3 | $747K | Buy |
16,864
+236
| +1% | +$10.1K | 0.13% | 167 |
|
|
2018
Q2 | $676K | Hold |
16,628
| – | – | 0.12% | 176 |
|
|
2018
Q1 | $645K | Buy |
16,628
+12
| +0.1% | +$479 | 0.12% | 179 |
|
|
2017
Q4 | $635K | Buy |
+16,616
| New | +$621K | 0.12% | 187 |
|
Other funds holding IVW
SeaCrest Wealth Management's IVW Position: Q2 2026 in Review
SeaCrest Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.3% in Q2 2026, selling an estimated $72.6K and leaving 8,118 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #150.
SeaCrest Wealth Management first reported a position in IVW in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.43M in Q4 2021. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- SeaCrest Wealth Management held 8,118 shares of iShares S&P 500 Growth ETF worth $1.12M as of Q2 2026.
- SeaCrest Wealth Management sold 550 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $72.6K.
- iShares S&P 500 Growth ETF made up 0.12% of SeaCrest Wealth Management's portfolio in Q2 2026, its #150 holding.
- SeaCrest Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 35 quarters since.
- SeaCrest Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.43M in Q4 2021.
- 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.