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Sterling Investment Counsel’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sterling Investment Counsel’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 		$39.6M Buy
287,866
+4,694
+2% +$620K 9.32% 1
2026
Q1 		$32M Sell
283,172
-6,720
-2% -$808K 8.98% 1
2025
Q4 		$35.7M Sell
289,892
-4,332
-1% -$530K 10.24% 1
2025
Q3 		$35.5M Buy
294,224
+118,492
+67% +$13.6M 11.39% 1
2025
Q2 		$19.3M Sell
175,732
-120,598
-41% -$11.9M 11.34% 1
2025
Q1 		$27.5M Buy
296,330
+126,347
+74% +$12.7M 9.41% 1
2024
Q4 		$17.3M Sell
169,983
-119,425
-41% -$11.9M 11.41% 1
2024
Q3 		$27.7M Buy
289,408
+985
+0.3% +$90.9K 9.87% 1
2024
Q2 		$26.7M Sell
288,423
-20,522
-7% -$1.77M 10.51% 1
2024
Q1 		$26.1M Buy
308,945
+5,297
+2% +$426K 12.05% 1
2023
Q4 		$22.8M Sell
303,648
-28,781
-9% -$2.05M 11.64% 1
2023
Q3 		$22.7M Buy
332,429
+3,912
+1% +$277K 13.03% 1
2023
Q2 		$23.2M Sell
328,517
-236
-0.1% -$15.6K 12.5% 1
2023
Q1 		$21M Sell
328,753
-9,453
-3% -$578K 12.48% 1
2022
Q4 		$19.8M Sell
338,206
-2,245
-0.7% -$135K 12.23% 1
2022
Q3 		$19.7M Buy
340,451
+7,426
+2% +$483K 14.39% 1
2022
Q2 		$20.1M Buy
333,025
+26,530
+9% +$1.76M 15.34% 1
2022
Q1 		$23.4M Buy
306,495
+137,824
+82% +$10.4M 15.77% 1
2021
Q4 		$14.1M Buy
+168,671
New +$13.6M 9.56% 1

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Sterling Investment Counsel's IVW Position: Q2 2026 in Review

Sterling Investment Counsel increased its iShares S&P 500 Growth ETF (IVW) stake by 1.7% in Q2 2026, buying an estimated $620K and bringing the position to 287,866 shares worth $39.6M. The position accounts for 9.32% of the portfolio, ranked #1.

Sterling Investment Counsel first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Sterling Investment Counsel held 287,866 shares of iShares S&P 500 Growth ETF worth $39.6M as of Q2 2026.
  • Sterling Investment Counsel bought 4,694 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $620K.
  • iShares S&P 500 Growth ETF made up 9.32% of Sterling Investment Counsel's portfolio in Q2 2026, its #1 holding.
  • Sterling Investment Counsel first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.