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Stegner Investment Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stegner Investment Associates’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 		$83.7M Sell
608,731
-5,559
-0.9% -$734K 39.8% 1
2026
Q1 		$69.5M Sell
614,290
-5,204
-0.8% -$626K 38.06% 1
2025
Q4 		$76.4M Sell
619,494
-11,049
-2% -$1.35M 40.58% 1
2025
Q3 		$76.1M Sell
630,543
-5,378
-0.8% -$619K 41.74% 1
2025
Q2 		$70M Sell
635,921
-1,329
-0.2% -$132K 42.9% 1
2025
Q1 		$59.2M Buy
637,250
+6,076
+1% +$613K 41.36% 1
2024
Q4 		$64.1M Sell
631,174
-9,534
-1% -$951K 42.41% 1
2024
Q3 		$61.3M Buy
640,708
+7,178
+1% +$663K 41.68% 1
2024
Q2 		$58.6M Sell
633,530
-24,317
-4% -$2.1M 42.17% 1
2024
Q1 		$55.5M Sell
657,847
-25,579
-4% -$2.06M 40.68% 1
2023
Q4 		$51.3M Sell
683,426
-13,753
-2% -$979K 40.69% 1
2023
Q3 		$47.7M Sell
697,179
-19,801
-3% -$1.4M 41.21% 1
2023
Q2 		$50.5M Sell
716,980
-6,980
-1% -$461K 41.53% 1
2023
Q1 		$46.5M Sell
723,960
-7,299
-1% -$446K 40.81% 1
2022
Q4 		$42.8M Buy
731,259
+29,266
+4% +$1.76M 39.24% 1
2022
Q3 		$41M Buy
701,993
+20,567
+3% +$1.34M 39.39% 1
2022
Q2 		$41.1M Sell
681,426
-17,426
-2% -$1.15M 39.5% 1
2022
Q1 		$53.4M Buy
698,852
+26,481
+4% +$1.99M 42.07% 1
2021
Q4 		$56.3M Sell
672,371
-9,574
-1% -$771K 40.05% 1
2021
Q3 		$50.4M Sell
681,945
-2,069
-0.3% -$158K 38.13% 1
2021
Q2 		$49.7M Buy
684,014
+16,825
+3% +$1.16M 37.39% 1
2021
Q1 		$43.4M Buy
667,189
+29,778
+5% +$1.93M 35.22% 1
2020
Q4 		$40.7M Sell
637,411
-397
-0.1% -$24.1K 34.48% 1
2020
Q3 		$36.8M Buy
+637,808
New +$36.1M 36.13% 1

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Stegner Investment Associates's IVW Position: Q2 2026 in Review

Stegner Investment Associates reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.9% in Q2 2026, selling an estimated $734K and leaving 608,731 shares worth $83.7M. The position accounts for 39.8% of the portfolio, ranked #1.

Stegner Investment Associates first reported a position in IVW in Q3 2020 and has held it in 24 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Stegner Investment Associates held 608,731 shares of iShares S&P 500 Growth ETF worth $83.7M as of Q2 2026.
  • Stegner Investment Associates sold 5,559 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $734K.
  • iShares S&P 500 Growth ETF made up 39.8% of Stegner Investment Associates's portfolio in Q2 2026, its #1 holding.
  • Stegner Investment Associates first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Stegner Investment Associates's 13F filing for Q2 2026, filed 24 Jul 2026.