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Sterling Investment Advisors (Missouri)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sterling Investment Advisors (Missouri)’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 		$1.18M Sell
8,550
-969
-10% -$128K 0.53% 21
2026
Q1 		$1.08M Buy
9,519
+329
+4% +$39.6K 0.52% 21
2025
Q4 		$1.13M Sell
9,190
-414
-4% -$50.7K 0.55% 21
2025
Q3 		$1.16M Buy
9,604
+3,525
+58% +$405K 0.57% 21
2025
Q2 		$1.66M Sell
6,079
-4,117
-40% -$407K 0.87% 19
2025
Q1 		$947K Buy
10,196
+77
+0.8% +$7.76K 0.53% 19
2024
Q4 		$1.03M Sell
10,119
-892
-8% -$89K 0.6% 19
2024
Q3 		$1.05M Sell
11,011
-1,093
-9% -$101K 0.59% 19
2024
Q2 		$1.12M Sell
12,104
-468
-4% -$40.3K 0.68% 19
2024
Q1 		$1.06M Hold
12,572
– – 0.62% 19
2023
Q4 		$944K Sell
12,572
-914
-7% -$65.1K 0.59% 19
2023
Q3 		$923K Sell
13,486
-1,182
-8% -$83.6K 0.59% 20
2023
Q2 		$1.03M Sell
14,668
-443
-3% -$29.3K 0.66% 19
2023
Q1 		$965K Sell
15,111
-779
-5% -$47.6K 0.62% 19
2022
Q4 		$930K Sell
15,890
-317
-2% -$19K 0.64% 19
2022
Q3 		$938K Buy
16,207
+595
+4% +$38.7K 0.7% 18
2022
Q2 		$942K Sell
15,612
-124
-0.8% -$8.21K 0.65% 19
2022
Q1 		$1.2M Buy
15,736
+416
+3% +$31.3K 0.71% 17
2021
Q4 		$1.28M Sell
15,320
-1,020
-6% -$82.2K 0.73% 17
2021
Q3 		$1.21M Sell
16,340
-2,553
-14% -$195K 0.73% 17
2021
Q2 		$1.37M Sell
18,893
-367
-2% -$25.4K 0.83% 16
2021
Q1 		$1.25M Buy
19,260
+82
+0.4% +$5.3K 0.79% 17
2020
Q4 		$1.22M Sell
19,178
-846
-4% -$51.3K 0.81% 17
2020
Q3 		$1.16M Sell
20,024
-532
-3% -$30.1K 0.88% 17
2020
Q2 		$1.07M Sell
20,556
-1,632
-7% -$78.2K 0.86% 19
2020
Q1 		$915K Sell
22,188
-524
-2% -$24.8K 0.85% 21
2019
Q4 		$1.1M Sell
22,712
-2,840
-11% -$132K 0.85% 21
2019
Q3 		$1.15M Sell
25,552
-1,456
-5% -$65.9K 0.91% 21
2019
Q2 		$1.21M Sell
27,008
-1,064
-4% -$46.8K 0.96% 21
2019
Q1 		$1.21M Buy
28,072
+224
+0.8% +$9.18K 0.99% 21
2018
Q4 		$1.05M Sell
27,848
-1,656
-6% -$67K 0.93% 21
2018
Q3 		$1.31M Sell
29,504
-2,168
-7% -$93.2K 1.07% 21
2018
Q2 		$1.29M Sell
31,672
-584
-2% -$23.5K 1.09% 21
2018
Q1 		$1.25M Sell
32,256
-1,396
-4% -$55.7K 1.03% 21
2017
Q4 		$1.28M Sell
33,652
-2,452
-7% -$91.6K 1.06% 21
2017
Q3 		$1.29M Sell
36,104
-4,484
-11% -$158K 1.1% 21
2017
Q2 		$1.39M Sell
40,588
-2,568
-6% -$87K 1.27% 21
2017
Q1 		$1.42M Buy
43,156
+208
+0.5% +$6.67K 1.36% 21
2016
Q4 		$1.31M Sell
42,948
-3,820
-8% -$115K 1.35% 21
2016
Q3 		$1.42M Sell
46,768
-1,548
-3% -$46.9K 1.45% 20
2016
Q2 		$1.41M Buy
48,316
+196
+0.4% +$5.69K 1.44% 20
2016
Q1 		$1.39M Sell
48,120
-1,332
-3% -$36.6K 1.47% 20
2015
Q4 		$1.43M Sell
49,452
-12,064
-20% -$351K 1.54% 20
2015
Q3 		$1.66M Sell
61,516
-5,712
-8% -$162K 1.89% 19
2015
Q2 		$1.91M Sell
67,228
-4,448
-6% -$129K 2.03% 19
2015
Q1 		$2.04M Sell
71,676
-4,768
-6% -$135K 2.06% 19
2014
Q4 		$2.13M Buy
+76,444
New +$2.09M 2.2% 18

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s IVW Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) reduced its iShares S&P 500 Growth ETF (IVW) stake by 10% in Q2 2026, selling an estimated $128K and leaving 8,550 shares worth $1.18M. The position accounts for 0.53% of the portfolio, ranked #21.

Sterling Investment Advisors (Missouri) first reported a position in IVW in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.13M in Q4 2014. 1,413 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Sterling Investment Advisors (Missouri) held 8,550 shares of iShares S&P 500 Growth ETF worth $1.18M as of Q2 2026.
  • Sterling Investment Advisors (Missouri) sold 969 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $128K.
  • iShares S&P 500 Growth ETF made up 0.53% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #21 holding.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 47 quarters since.
  • Sterling Investment Advisors (Missouri)'s iShares S&P 500 Growth ETF position peaked at $2.13M in Q4 2014.
  • 1,413 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.