Sound Income Strategies’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 | $3.87M | Sell |
28,110
-2,376
| -8% | -$314K | 0.17% | 127 |
|
|
2026
Q1 | $3.49M | Buy |
30,486
+281
| +0.9% | +$33.8K | 0.17% | 128 |
|
|
2025
Q4 | $3.74M | Sell |
30,205
-1,117
| -4% | -$137K | 0.18% | 122 |
|
|
2025
Q3 | $3.82M | Buy |
31,322
+1,369
| +5% | +$157K | 0.21% | 116 |
|
|
2025
Q2 | $3.3M | Sell |
29,953
-1,858
| -6% | -$184K | 0.19% | 102 |
|
|
2025
Q1 | $2.95M | Buy |
31,811
+1,512
| +5% | +$152K | 0.17% | 110 |
|
|
2024
Q4 | $3.08M | Buy |
30,299
+3,379
| +13% | +$337K | 0.19% | 103 |
|
|
2024
Q3 | $2.58M | Buy |
26,920
+569
| +2% | +$52.5K | 0.17% | 107 |
|
|
2024
Q2 | $2.44M | Buy |
26,351
+5,302
| +25% | +$457K | 0.15% | 107 |
|
|
2024
Q1 | $1.78M | Buy |
21,049
+18,670
| +785% | +$1.5M | 0.13% | 106 |
|
|
2023
Q4 | $179K | Buy |
2,379
+2,114
| +798% | +$150K | 0.01% | 207 |
|
|
2023
Q3 | $18.1K | Buy |
265
+12
| +5% | +$849 | ﹤0.01% | 461 |
|
|
2023
Q2 | $17.8K | Buy |
253
+245
| +3,063% | +$16.2K | ﹤0.01% | 452 |
|
|
2023
Q1 | $511 | Hold |
8
| – | – | ﹤0.01% | 990 |
|
|
2022
Q4 | $468 | Hold |
8
| – | – | ﹤0.01% | 918 |
|
|
2022
Q3 | $0 | Sell |
8
-440
| -98% | -$28.6K | ﹤0.01% | 931 |
|
|
2022
Q2 | $27K | Buy |
448
+440
| +5,500% | +$29.1K | ﹤0.01% | 302 |
|
|
2022
Q1 | $1K | Sell |
8
-149
| -95% | -$11.2K | ﹤0.01% | 803 |
|
|
2021
Q4 | $13K | Buy |
157
+149
| +1,863% | +$12K | ﹤0.01% | 434 |
|
|
2021
Q3 | $1K | Sell |
8
-212
| -96% | -$16.2K | ﹤0.01% | 755 |
|
|
2021
Q2 | $16K | Sell |
220
-197
| -47% | -$13.6K | ﹤0.01% | 388 |
|
|
2021
Q1 | $27.2K | Hold |
417
| – | – | ﹤0.01% | 315 |
|
|
2020
Q4 | $27K | Buy |
417
+1
| +0.2% | +$61 | 0.01% | 278 |
|
|
2020
Q3 | $24K | Hold |
416
| – | – | 0.01% | 272 |
|
|
2020
Q2 | $22K | Hold |
416
| – | – | 0.01% | 260 |
|
|
2020
Q1 | $17K | Hold |
416
| – | – | 0.01% | 273 |
|
|
2019
Q4 | $20K | Buy |
416
+4
| +1% | +$185 | 0.01% | 230 |
|
|
2019
Q3 | $19K | Hold |
412
| – | – | 0.01% | 223 |
|
|
2019
Q2 | $18K | Hold |
412
| – | – | 0.01% | 239 |
|
|
2019
Q1 | $18K | Buy |
412
+200
| +94% | +$8.19K | 0.01% | 242 |
|
|
2018
Q4 | $8K | Hold |
212
| – | – | ﹤0.01% | 369 |
|
|
2018
Q3 | $9K | Hold |
212
| – | – | ﹤0.01% | 367 |
|
|
2018
Q2 | $9K | Sell |
212
-360
| -63% | -$14.5K | 0.01% | 337 |
|
|
2018
Q1 | $22K | Buy |
572
+360
| +170% | +$14.4K | 0.01% | 187 |
|
|
2017
Q4 | $8K | Buy |
+212
| New | +$7.92K | 0.01% | 260 |
|
Other funds holding IVW
PAS
Sound Income Strategies's IVW Position: Q2 2026 in Review
Sound Income Strategies reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.8% in Q2 2026, selling an estimated $314K and leaving 28,110 shares worth $3.87M. The position accounts for 0.17% of the portfolio, ranked #127.
Sound Income Strategies first reported a position in IVW in Q4 2017 and has held it in 35 quarters since. 1,695 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Sound Income Strategies held 28,110 shares of iShares S&P 500 Growth ETF worth $3.87M as of Q2 2026.
- Sound Income Strategies sold 2,376 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $314K.
- iShares S&P 500 Growth ETF made up 0.17% of Sound Income Strategies's portfolio in Q2 2026, its #127 holding.
- Sound Income Strategies first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 35 quarters since.
- 1,695 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.