Signature Estate & Investment 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 | $14.4M | Buy |
104,476
+5,234
| +5% | +$691K | 0.26% | 52 |
|
|
2026
Q1 | $11.2M | Buy |
99,242
+17,646
| +22% | +$2.12M | 0.23% | 57 |
|
|
2025
Q4 | $10.1M | Buy |
81,596
+2,598
| +3% | +$318K | 0.2% | 57 |
|
|
2025
Q3 | $9.54M | Sell |
78,998
-609
| -0.8% | -$70K | 0.2% | 61 |
|
|
2025
Q2 | $8.76M | Buy |
79,607
+5,027
| +7% | +$498K | 0.2% | 59 |
|
|
2025
Q1 | $6.92M | Sell |
74,580
-501
| -0.7% | -$50.5K | 0.18% | 65 |
|
|
2024
Q4 | $7.62M | Buy |
75,081
+1,889
| +3% | +$188K | 0.19% | 56 |
|
|
2024
Q3 | $7.01M | Buy |
73,192
+10,119
| +16% | +$934K | 0.16% | 57 |
|
|
2024
Q2 | $5.84M | Buy |
63,073
+358
| +0.6% | +$30.9K | 0.15% | 61 |
|
|
2024
Q1 | $5.3M | Buy |
62,715
+2,991
| +5% | +$240K | 0.15% | 50 |
|
|
2023
Q4 | $4.49M | Sell |
59,724
-1,516
| -2% | -$108K | 0.13% | 59 |
|
|
2023
Q3 | $4.19M | Sell |
61,240
-5,352
| -8% | -$379K | 0.14% | 53 |
|
|
2023
Q2 | $4.69M | Sell |
66,592
-336
| -0.5% | -$22.2K | 0.16% | 51 |
|
|
2023
Q1 | $4.28M | Buy |
66,928
+5,025
| +8% | +$307K | 0.15% | 53 |
|
|
2022
Q4 | $3.62M | Buy |
61,903
+1,909
| +3% | +$115K | 0.13% | 65 |
|
|
2022
Q3 | $3.47M | Sell |
59,994
-1,475
| -2% | -$95.8K | 0.16% | 53 |
|
|
2022
Q2 | $3.71M | Sell |
61,469
-356
| -0.6% | -$23.6K | 0.19% | 51 |
|
|
2022
Q1 | $4.72M | Sell |
61,825
-4,309
| -7% | -$324K | 0.22% | 48 |
|
|
2021
Q4 | $5.53M | Sell |
66,134
-3,731
| -5% | -$301K | 0.25% | 43 |
|
|
2021
Q3 | $5.16M | Sell |
69,865
-4,738
| -6% | -$361K | 0.25% | 44 |
|
|
2021
Q2 | $5.42M | Sell |
74,603
-3,338
| -4% | -$231K | 0.24% | 46 |
|
|
2021
Q1 | $5.08M | Buy |
77,941
+764
| +1% | +$49.4K | 0.25% | 48 |
|
|
2020
Q4 | $4.92M | Sell |
77,177
-5,247
| -6% | -$318K | 0.27% | 47 |
|
|
2020
Q3 | $4.76M | Sell |
82,424
-10,960
| -12% | -$620K | 0.3% | 46 |
|
|
2020
Q2 | $4.84M | Sell |
93,384
-9,900
| -10% | -$475K | 0.34% | 44 |
|
|
2020
Q1 | $4.26M | Sell |
103,284
-2,740
| -3% | -$130K | 0.34% | 47 |
|
|
2019
Q4 | $5.13M | Sell |
106,024
-3,940
| -4% | -$183K | 0.31% | 52 |
|
|
2019
Q3 | $4.95M | Sell |
109,964
-12,868
| -10% | -$582K | 0.33% | 50 |
|
|
2019
Q2 | $5.5M | Buy |
122,832
+10,612
| +9% | +$467K | 0.36% | 44 |
|
|
2019
Q1 | $4.84M | Sell |
112,220
-6,908
| -6% | -$283K | 0.33% | 47 |
|
|
2018
Q4 | $4.49M | Buy |
119,128
+2,272
| +2% | +$91.9K | 0.4% | 44 |
|
|
2018
Q3 | $5.18M | Buy |
116,856
+10,908
| +10% | +$469K | 0.47% | 38 |
|
|
2018
Q2 | $4.31M | Sell |
105,948
-17,028
| -14% | -$684K | 0.41% | 41 |
|
|
2018
Q1 | $4.77M | Sell |
122,976
-4,268
| -3% | -$170K | 0.48% | 38 |
|
|
2017
Q4 | $4.86M | Sell |
127,244
-452
| -0.4% | -$16.9K | 0.5% | 42 |
|
|
2017
Q3 | $4.58M | Buy |
127,696
+1,872
| +1% | +$65.9K | 0.51% | 38 |
|
|
2017
Q2 | $4.3M | Buy |
125,824
+436
| +0.3% | +$14.8K | 0.51% | 40 |
|
|
2017
Q1 | $4.12M | Sell |
125,388
-7,096
| -5% | -$228K | 0.52% | 39 |
|
|
2016
Q4 | $4.03M | Sell |
132,484
-13,964
| -10% | -$422K | 0.56% | 42 |
|
|
2016
Q3 | $4.45M | Sell |
146,448
-10,052
| -6% | -$305K | 0.65% | 40 |
|
|
2016
Q2 | $4.56M | Sell |
156,500
-3,144
| -2% | -$91.2K | 0.73% | 36 |
|
|
2016
Q1 | $4.63M | Buy |
159,644
+9,964
| +7% | +$274K | 0.76% | 38 |
|
|
2015
Q4 | $4.33M | Sell |
149,680
-161,592
| -52% | -$4.7M | 0.75% | 40 |
|
|
2015
Q3 | $8.39M | Buy |
311,272
+39,088
| +14% | +$1.11M | 1.75% | 28 |
|
|
2015
Q2 | $7.75M | Buy |
272,184
+10,264
| +4% | +$297K | 1.73% | 30 |
|
|
2015
Q1 | $7.46M | Sell |
261,920
-1,516
| -0.6% | -$43K | 1.97% | 27 |
|
|
2014
Q4 | $7.35M | Buy |
263,436
+19,168
| +8% | +$524K | 2.44% | 20 |
|
|
2014
Q3 | $6.52M | Buy |
244,268
+25,008
| +11% | +$666K | 2.33% | 19 |
|
|
2014
Q2 | $5.77M | Buy |
219,260
+10,868
| +5% | +$276K | 2.03% | 24 |
|
|
2014
Q1 | $5.2M | Sell |
208,392
-22,824
| -10% | -$564K | 2.04% | 22 |
|
|
2013
Q4 | $5.71M | Buy |
231,216
+19,704
| +9% | +$464K | 2.82% | 8 |
|
|
2013
Q3 | $4.72M | Buy |
211,512
+30,388
| +17% | +$671K | 2.72% | 8 |
|
|
2013
Q2 | $3.8M | Buy |
+181,124
| New | +$3.84M | 2.74% | 8 |
|
Other funds holding IVW
PAS
Signature Estate & Investment Advisors's IVW Position: Q2 2026 in Review
Signature Estate & Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 5.3% in Q2 2026, buying an estimated $691K and bringing the position to 104,476 shares worth $14.4M. The position accounts for 0.26% of the portfolio, ranked #52.
Signature Estate & Investment Advisors first reported a position in IVW in Q2 2013 and has held it in 53 quarters since. 1,498 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Signature Estate & Investment Advisors held 104,476 shares of iShares S&P 500 Growth ETF worth $14.4M as of Q2 2026.
- Signature Estate & Investment Advisors bought 5,234 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $691K.
- iShares S&P 500 Growth ETF made up 0.26% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #52 holding.
- Signature Estate & Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 53 quarters since.
- 1,498 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.