Steigerwald Gordon & Koch’s iShares S&P 500 Growth ETF IVW Stock Holding History

Steigerwald Gordon & Koch’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	$296K	Hold	2,151	–	–	0.03%	123
2026 Q1	$243K	Hold	2,151	–	–	0.03%	120
2025 Q4	$265K	Hold	2,151	–	–	0.03%	119
2025 Q3	$260K	Sell	2,151 -1,600	-43%	-$184K	0.02%	119
2025 Q2	$413K	Hold	3,751	–	–	0.04%	88
2025 Q1	$348K	Sell	3,751 -244	-6%	-$24.6K	0.04%	94
2024 Q4	$406K	Hold	3,995	–	–	0.05%	88
2024 Q3	$383K	Hold	3,995	–	–	0.04%	92
2024 Q2	$370K	Buy	3,995 +349	+10%	+$30.1K	0.04%	90
2024 Q1	$308K	Hold	3,646	–	–	0.04%	99
2023 Q4	$274K	Hold	3,646	–	–	0.04%	101
2023 Q3	$249K	Hold	3,646	–	–	0.04%	97
2023 Q2	$257K	Hold	3,646	–	–	0.04%	95
2023 Q1	$233K	Sell	3,646 -35	-1%	-$2.14K	0.03%	99
2022 Q4	$215K	Hold	3,681	–	–	0.03%	104
2022 Q3	$213K	Hold	3,681	–	–	0.04%	97
2022 Q2	$222K	Hold	3,681	–	–	0.04%	102
2022 Q1	$281K	Hold	3,681	–	–	0.04%	95
2021 Q4	$308K	Hold	3,681	–	–	0.05%	90
2021 Q3	$272K	Hold	3,681	–	–	0.04%	96
2021 Q2	$268K	Buy	+3,681	New	+$255K	0.04%	94

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Steigerwald Gordon & Koch's IVW Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,151 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #123.

Steigerwald Gordon & Koch first reported a position in IVW in Q2 2021 and has held it in 21 quarters since. The position peaked at $413K in Q2 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Steigerwald Gordon & Koch held 2,151 shares of iShares S&P 500 Growth ETF worth $296K as of Q2 2026.
Steigerwald Gordon & Koch left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.03% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #123 holding.
Steigerwald Gordon & Koch first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 21 quarters since.
Steigerwald Gordon & Koch's iShares S&P 500 Growth ETF position peaked at $413K in Q2 2025.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.