SCA
IVW icon

St. Clair Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

St. Clair 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 		$6.42M Sell
46,660
-1,357
-3% -$179K 1.65% 10
2026
Q1 		$5.43M Sell
48,017
-2,033
-4% -$245K 1.45% 12
2025
Q4 		$6.17M Buy
50,050
+4
+0% +$490 1.59% 10
2025
Q3 		$6.04M Buy
50,046
+3
+0% +$345 1.6% 9
2025
Q2 		$5.51M Sell
50,043
-787
-2% -$77.9K 1.44% 10
2025
Q1 		$4.72M Sell
50,830
-136
-0.3% -$13.7K 1.32% 11
2024
Q4 		$5.17M Buy
50,966
+4
+0% +$399 1.49% 9
2024
Q3 		$4.88M Sell
50,962
-3,721
-7% -$344K 1.39% 9
2024
Q2 		$5.06M Buy
54,683
+3
+0% +$259 1.61% 7
2024
Q1 		$4.62M Buy
54,680
+3
+0% +$241 1.5% 8
2023
Q4 		$4.11M Sell
54,677
-3,208
-6% -$228K 1.42% 10
2023
Q3 		$3.96M Sell
57,885
-1,075
-2% -$76.1K 1.56% 9
2023
Q2 		$4.16M Buy
58,960
+6
+0% +$397 1.62% 8
2023
Q1 		$3.77M Buy
58,954
+9
+0% +$550 1.64% 8
2022
Q4 		$3.45M Buy
58,945
+15
+0% +$901 2.17% 6
2022
Q3 		$3.41M Hold
58,930
– – 2.73% 6
2022
Q2 		$3.56M Buy
58,930
+1,549
+3% +$103K 2.88% 7
2022
Q1 		$4.38M Buy
57,381
+695
+1% +$52.2K 2.98% 5
2021
Q4 		$4.74M Sell
56,686
-3,490
-6% -$281K 2.72% 6
2021
Q3 		$4.45M Buy
60,176
+38,036
+172% +$2.9M 3.08% 3
2021
Q2 		$1.61M Hold
22,140
– – 1.21% 13
2021
Q1 		$1.44M Hold
22,140
– – 1.15% 13
2020
Q4 		$1.41M Buy
+22,140
New +$1.34M 1.34% 11

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
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

St. Clair Advisors's IVW Position: Q2 2026 in Review

St. Clair Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.8% in Q2 2026, selling an estimated $179K and leaving 46,660 shares worth $6.42M. The position accounts for 1.65% of the portfolio, ranked #10.

St. Clair Advisors first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. 620 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • St. Clair Advisors held 46,660 shares of iShares S&P 500 Growth ETF worth $6.42M as of Q2 2026.
  • St. Clair Advisors sold 1,357 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $179K.
  • iShares S&P 500 Growth ETF made up 1.65% of St. Clair Advisors's portfolio in Q2 2026, its #10 holding.
  • St. Clair Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 620 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.