SQA
IVW icon

Simon Quick Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Simon Quick 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 		$6.54M Buy
47,588
+177
+0.4% +$23.4K 0.26% 64
2026
Q1 		$5.36M Sell
47,411
-870
-2% -$105K 0.25% 66
2025
Q4 		$5.95M Sell
48,281
-41,150
-46% -$5.04M 0.26% 62
2025
Q3 		$10.8M Sell
89,431
-494
-0.5% -$56.8K 0.49% 34
2025
Q2 		$9.9M Sell
89,925
-5,824
-6% -$576K 0.5% 33
2025
Q1 		$8.89M Buy
95,749
+579
+0.6% +$58.4K 0.51% 27
2024
Q4 		$9.66M Sell
95,170
-793
-0.8% -$79.1K 0.58% 28
2024
Q3 		$9.19M Sell
95,963
-851
-0.9% -$78.6K 0.58% 27
2024
Q2 		$8.96M Sell
96,814
-968
-1% -$83.5K 0.63% 27
2024
Q1 		$8.26M Buy
97,782
+3,019
+3% +$243K 0.62% 27
2023
Q4 		$7.12M Sell
94,763
-9,574
-9% -$681K 0.63% 25
2023
Q3 		$7.14M Sell
104,337
-4,570
-4% -$323K 0.67% 26
2023
Q2 		$7.68M Sell
108,907
-15,364
-12% -$1.02M 0.71% 25
2023
Q1 		$7.94M Sell
124,271
-106,269
-46% -$6.5M 0.86% 22
2022
Q4 		$13.5M Buy
230,540
+219,445
+1,978% +$13.2M 1.6% 15
2022
Q3 		$642K Sell
11,095
-793
-7% -$51.5K 0.09% 103
2022
Q2 		$819K Buy
11,888
+2,027
+21% +$134K 0.11% 94
2022
Q1 		$753K Sell
9,861
-72
-0.7% -$5.41K 0.21% 55
2021
Q4 		$831K Sell
9,933
-142
-1% -$11.4K 0.22% 53
2021
Q3 		$744K Sell
10,075
-1,725
-15% -$131K 0.19% 62
2021
Q2 		$858K Buy
11,800
+1,755
+17% +$121K 0.23% 47
2021
Q1 		$654K Buy
10,045
+188
+2% +$12.2K 0.19% 52
2020
Q4 		$629K Buy
9,857
+3,713
+60% +$225K 0.19% 49
2020
Q3 		$355K Buy
6,144
+8
+0.1% +$453 0.1% 63
2020
Q2 		$318K Sell
6,136
-27,400
-82% -$1.31M 0.12% 58
2020
Q1 		$1.38M Buy
33,536
+21,424
+177% +$1.01M 0.51% 31
2019
Q4 		$586K Buy
12,112
+3,176
+36% +$147K 0.21% 50
2019
Q3 		$402K Sell
8,936
-55,252
-86% -$2.5M 0.18% 43
2019
Q2 		$2.88M Buy
64,188
+1,280
+2% +$56.3K 1.46% 17
2019
Q1 		$2.71M Buy
62,908
+3,236
+5% +$133K 1.13% 19
2018
Q4 		$2.25M Sell
59,672
-17,008
-22% -$688K 0.82% 23
2018
Q3 		$3.4M Sell
76,680
-4,528
-6% -$195K 1.37% 17
2018
Q2 		$3.3M Buy
81,208
+3,316
+4% +$133K 1.4% 16
2018
Q1 		$3.02M Buy
77,892
+9,644
+14% +$385K 1.27% 16
2017
Q4 		$2.79M Sell
68,248
-9,096
-12% -$340K 1.25% 18
2017
Q3 		$2.77M Buy
77,344
+1,116
+1% +$39.3K 1.01% 20
2017
Q2 		$2.61M Sell
76,228
-174,248
-70% -$5.91M 1.47% 16
2017
Q1 		$8.24M Buy
250,476
+89,584
+56% +$2.87M 4.88% 6
2016
Q4 		$4.9M Buy
+160,892
New +$4.86M 3.66% 6

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Simon Quick Advisors's IVW Position: Q2 2026 in Review

Simon Quick Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.37% in Q2 2026, buying an estimated $23.4K and bringing the position to 47,588 shares worth $6.54M. The position accounts for 0.26% of the portfolio, ranked #64.

Simon Quick Advisors first reported a position in IVW in Q4 2016 and has held it in 39 quarters since. The position peaked at $13.5M in Q4 2022. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Simon Quick Advisors held 47,588 shares of iShares S&P 500 Growth ETF worth $6.54M as of Q2 2026.
  • Simon Quick Advisors bought 177 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $23.4K.
  • iShares S&P 500 Growth ETF made up 0.26% of Simon Quick Advisors's portfolio in Q2 2026, its #64 holding.
  • Simon Quick Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • Simon Quick Advisors's iShares S&P 500 Growth ETF position peaked at $13.5M in Q4 2022.
  • 1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.