Sequoia Financial Advisors’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 | $24.9M | Sell |
181,112
-887
| -0.5% | -$117K | 0.12% | 122 |
|
|
2026
Q1 | $20.6M | Sell |
181,999
-7,931
| -4% | -$954K | 0.12% | 122 |
|
|
2025
Q4 | $23.4M | Sell |
189,930
-64,550
| -25% | -$7.9M | 0.13% | 117 |
|
|
2025
Q3 | $30.7M | Sell |
254,480
-419
| -0.2% | -$48.2K | 0.19% | 98 |
|
|
2025
Q2 | $28.1M | Buy |
254,899
+4,587
| +2% | +$454K | 0.19% | 99 |
|
|
2025
Q1 | $23.2M | Buy |
250,312
+75,819
| +43% | +$7.64M | 0.18% | 110 |
|
|
2024
Q4 | $17.7M | Sell |
174,493
-2,099
| -1% | -$209K | 0.17% | 117 |
|
|
2024
Q3 | $16.9M | Buy |
176,592
+14,294
| +9% | +$1.32M | 0.18% | 112 |
|
|
2024
Q2 | $15M | Sell |
162,298
-180
| -0.1% | -$15.5K | 0.18% | 109 |
|
|
2024
Q1 | $13.7M | Sell |
162,478
-28,342
| -15% | -$2.28M | 0.17% | 113 |
|
|
2023
Q4 | $14.3M | Buy |
190,820
+32,478
| +21% | +$2.31M | 0.18% | 112 |
|
|
2023
Q3 | $10.8M | Sell |
158,342
-1,023
| -0.6% | -$72.4K | 0.19% | 95 |
|
|
2023
Q2 | $11.2M | Sell |
159,365
-3,029
| -2% | -$200K | 0.19% | 87 |
|
|
2023
Q1 | $10.4M | Buy |
162,394
+51
| +0% | +$3.12K | 0.23% | 86 |
|
|
2022
Q4 | $9.5M | Buy |
162,343
+6,321
| +4% | +$380K | 0.23% | 89 |
|
|
2022
Q3 | $9.03M | Sell |
156,022
-5,344
| -3% | -$347K | 0.28% | 72 |
|
|
2022
Q2 | $9.74M | Buy |
161,366
+250
| +0.2% | +$16.5K | 0.28% | 69 |
|
|
2022
Q1 | $12.3M | Buy |
161,116
+4,968
| +3% | +$373K | 0.31% | 66 |
|
|
2021
Q4 | $13.1M | Buy |
156,148
+148,964
| +2,074% | +$12M | 0.36% | 55 |
|
|
2021
Q3 | $531K | Sell |
7,184
-166,047
| -96% | -$12.7M | 0.05% | 148 |
|
|
2021
Q2 | $12.6M | Buy |
173,231
+124,140
| +253% | +$8.59M | 0.46% | 40 |
|
|
2021
Q1 | $3.2M | Sell |
49,091
-181
| -0.4% | -$11.7K | 0.13% | 97 |
|
|
2020
Q4 | $3.15M | Sell |
49,272
-176
| -0.4% | -$10.7K | 0.14% | 92 |
|
|
2020
Q3 | $2.86M | Buy |
49,448
+5,784
| +13% | +$327K | 0.15% | 86 |
|
|
2020
Q2 | $2.27M | Buy |
43,664
+64
| +0.1% | +$3.07K | 0.13% | 85 |
|
|
2020
Q1 | $1.8M | Sell |
43,600
-208
| -0.5% | -$9.84K | 0.13% | 83 |
|
|
2019
Q4 | $2.12M | Sell |
43,808
-1,160
| -3% | -$53.8K | 0.13% | 90 |
|
|
2019
Q3 | $2.02M | Buy |
44,968
+1,400
| +3% | +$63.3K | 0.15% | 84 |
|
|
2019
Q2 | $1.95M | Sell |
43,568
-152
| -0.3% | -$6.68K | 0.15% | 85 |
|
|
2019
Q1 | $1.88M | Hold |
43,720
| – | – | 0.15% | 83 |
|
|
2018
Q4 | $1.65M | Sell |
43,720
-416
| -0.9% | -$16.8K | 0.19% | 77 |
|
|
2018
Q3 | $1.96M | Sell |
44,136
-784
| -2% | -$33.7K | 0.19% | 78 |
|
|
2018
Q2 | $1.83M | Sell |
44,920
-488
| -1% | -$19.6K | 0.19% | 78 |
|
|
2018
Q1 | $1.76M | Sell |
45,408
-3,348
| -7% | -$134K | 0.19% | 83 |
|
|
2017
Q4 | $1.86M | Sell |
48,756
-3,392
| -7% | -$127K | 0.2% | 83 |
|
|
2017
Q3 | $1.87M | Buy |
52,148
+29,360
| +129% | +$1.03M | 0.22% | 76 |
|
|
2017
Q2 | $780K | Buy |
22,788
+6,444
| +39% | +$218K | 0.1% | 126 |
|
|
2017
Q1 | $537K | Sell |
16,344
-2,676
| -14% | -$85.9K | 0.07% | 134 |
|
|
2016
Q4 | $579K | Buy |
19,020
+788
| +4% | +$23.8K | 0.08% | 126 |
|
|
2016
Q3 | $555K | Sell |
18,232
-45,684
| -71% | -$1.38M | 0.1% | 111 |
|
|
2016
Q2 | $1.86M | Buy |
63,916
+39,088
| +157% | +$1.13M | 0.52% | 47 |
|
|
2016
Q1 | $719K | Sell |
24,828
-6,244
| -20% | -$172K | 0.23% | 78 |
|
|
2015
Q4 | $899K | Buy |
31,072
+168
| +0.5% | +$4.88K | 0.36% | 59 |
|
|
2015
Q3 | $833K | Buy |
30,904
+1,872
| +6% | +$53.2K | 0.36% | 55 |
|
|
2015
Q2 | $826K | Buy |
29,032
+76
| +0.3% | +$2.2K | 0.35% | 67 |
|
|
2015
Q1 | $825K | Buy |
28,956
+1,324
| +5% | +$37.6K | 0.38% | 62 |
|
|
2014
Q4 | $771K | Sell |
27,632
-2,776
| -9% | -$75.8K | 0.53% | 43 |
|
|
2014
Q3 | $812K | Buy |
30,408
+1,444
| +5% | +$38.5K | 0.56% | 45 |
|
|
2014
Q2 | $762K | Buy |
28,964
+3,724
| +15% | +$94.5K | 0.58% | 41 |
|
|
2014
Q1 | $630K | Sell |
25,240
-1,720
| -6% | -$42.5K | 0.52% | 51 |
|
|
2013
Q4 | $666K | Buy |
+26,960
| New | +$635K | 0.55% | 47 |
|
Other funds holding IVW
Sequoia Financial Advisors's IVW Position: Q2 2026 in Review
Sequoia Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.49% in Q2 2026, selling an estimated $117K and leaving 181,112 shares worth $24.9M. The position accounts for 0.12% of the portfolio, ranked #122.
Sequoia Financial Advisors first reported a position in IVW in Q4 2013 and has held it in 51 quarters since. The position peaked at $30.7M in Q3 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Sequoia Financial Advisors held 181,112 shares of iShares S&P 500 Growth ETF worth $24.9M as of Q2 2026.
- Sequoia Financial Advisors sold 887 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $117K.
- iShares S&P 500 Growth ETF made up 0.12% of Sequoia Financial Advisors's portfolio in Q2 2026, its #122 holding.
- Sequoia Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and has held it in 51 quarters since.
- Sequoia Financial Advisors's iShares S&P 500 Growth ETF position peaked at $30.7M in Q3 2025.
- 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.