Sentinel Advisory Group’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
$883K Buy
6,422
+100
+2% +$13.2K 0.36% 30
2026
Q1
$715K Buy
+6,322
New +$760K 0.35% 30

Other funds holding IVW

Sentinel Advisory Group's IVW Position: Q2 2026 in Review

Sentinel Advisory Group increased its iShares S&P 500 Growth ETF (IVW) stake by 1.6% in Q2 2026, buying an estimated $13.2K and bringing the position to 6,422 shares worth $883K. The position accounts for 0.36% of the portfolio, ranked #30.

Sentinel Advisory Group first reported a position in IVW in Q1 2026 and has held it in 2 quarters since. 2,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Sentinel Advisory Group held 6,422 shares of iShares S&P 500 Growth ETF worth $883K as of Q2 2026.
  • Sentinel Advisory Group bought 100 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $13.2K.
  • iShares S&P 500 Growth ETF made up 0.36% of Sentinel Advisory Group's portfolio in Q2 2026, its #30 holding.
  • Sentinel Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sentinel Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.