Stifel Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stifel Financial’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 Q1	$825M	Buy	7,291,428 +368,516	+5%	+$44.3M	0.76%	17
2025 Q4	$853M	Sell	6,922,912 -235,692	-3%	-$28.8M	0.77%	20
2025 Q3	$864M	Buy	7,158,604 +29,129	+0.4%	+$3.35M	0.79%	18
2025 Q2	$785M	Buy	7,129,475 +43,144	+0.6%	+$4.27M	0.76%	16
2025 Q1	$658M	Buy	7,086,331 +114,990	+2%	+$11.6M	0.7%	22
2024 Q4	$708M	Sell	6,971,341 -504,067	-7%	-$50.3M	0.74%	18
2024 Q3	$716M	Buy	7,475,408 +22,565	+0.3%	+$2.08M	0.75%	19
2024 Q2	$690M	Buy	7,452,843 +166,138	+2%	+$14.3M	0.78%	18
2024 Q1	$615M	Buy	7,286,705 +318,381	+5%	+$25.6M	0.7%	21
2023 Q4	$523M	Buy	6,968,324 +58,292	+0.8%	+$4.15M	0.66%	25
2023 Q3	$473M	Sell	6,910,032 -304,114	-4%	-$21.5M	0.66%	23
2023 Q2	$508M	Sell	7,214,146 -54,535	-0.8%	-$3.61M	0.7%	23
2023 Q1	$464M	Buy	7,268,681 +314,252	+5%	+$19.2M	0.67%	26
2022 Q4	$407M	Buy	6,954,429 +40,469	+0.6%	+$2.43M	0.61%	33
2022 Q3	$400M	Buy	6,913,960 +274,026	+4%	+$17.8M	0.65%	29
2022 Q2	$401M	Buy	6,639,934 +602,372	+10%	+$39.9M	0.63%	29
2022 Q1	$461M	Buy	6,037,562 +60,636	+1%	+$4.56M	0.63%	27
2021 Q4	$500M	Buy	5,976,926 +223,965	+4%	+$18M	0.66%	26
2021 Q3	$425M	Sell	5,752,961 -309,156	-5%	-$23.6M	0.62%	28
2021 Q2	$441M	Buy	6,062,117 +210,305	+4%	+$14.6M	0.66%	27
2021 Q1	$381M	Sell	5,851,812 -1,510,926	-21%	-$97.7M	0.63%	32
2020 Q4	$470M	Sell	7,362,738 -363,942	-5%	-$22.1M	0.84%	15
2020 Q3	$446M	Sell	7,726,680 -1,684,364	-18%	-$95.3M	0.92%	13
2020 Q2	$488M	Buy	9,411,044 +3,960,904	+73%	+$190M	1.12%	8
2020 Q1	$224M	Sell	5,450,140 -1,860,124	-25%	-$88M	0.62%	31
2019 Q4	$354M	Sell	7,310,264 -149,448	-2%	-$6.93M	0.74%	18
2019 Q3	$336M	Buy	7,459,712 +877,248	+13%	+$39.7M	0.86%	9
2019 Q2	$295M	Sell	6,582,464 -12,528	-0.2%	-$551K	0.76%	15
2019 Q1	$285M	Buy	6,594,992 +86,064	+1%	+$3.53M	0.8%	14
2018 Q4	$245M	Sell	6,508,928 -110,192	-2%	-$4.46M	0.79%	18
2018 Q3	$293M	Sell	6,619,120 -128,340	-2%	-$5.52M	0.84%	11
2018 Q2	$274M	Buy	6,747,460 +333,828	+5%	+$13.4M	0.84%	11
2018 Q1	$248M	Buy	6,413,632 +338,088	+6%	+$13.5M	0.78%	12
2017 Q4	$232M	Buy	6,075,544 +447,428	+8%	+$16.7M	0.74%	16
2017 Q3	$202M	Buy	5,628,116 +773,328	+16%	+$27.2M	0.7%	19
2017 Q2	$166M	Buy	4,854,788 +1,025,976	+27%	+$34.8M	0.62%	28
2017 Q1	$126M	Buy	3,828,812 +456,744	+14%	+$14.7M	0.49%	35
2016 Q4	$103M	Buy	3,372,068 +460,900	+16%	+$13.9M	0.44%	46
2016 Q3	$88.6M	Sell	2,911,168 -116,572	-4%	-$3.53M	0.4%	52
2016 Q2	$88.2M	Sell	3,027,740 -82,636	-3%	-$2.4M	0.41%	50
2016 Q1	$90.1M	Buy	3,110,376 +24,444	+0.8%	+$672K	0.48%	42
2015 Q4	$89.3M	Buy	3,085,932 +444,780	+17%	+$12.9M	0.47%	40
2015 Q3	$71.2M	Sell	2,641,152 -76,000	-3%	-$2.16M	0.4%	52
2015 Q2	$77.3M	Buy	2,717,152 +302,992	+13%	+$8.78M	0.4%	48
2015 Q1	$68.8M	Sell	2,414,160 -289,100	-11%	-$8.21M	0.38%	49
2014 Q4	$75.4M	Buy	2,703,260 +124,340	+5%	+$3.4M	0.42%	43
2014 Q3	$68.9M	Buy	2,578,920 +337,592	+15%	+$9M	0.6%	19
2014 Q2	$58.9M	Buy	2,241,328 +155,752	+7%	+$3.95M	0.53%	21
2014 Q1	$52.1M	Buy	+2,085,576	New	+$51.5M	0.5%	27