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StoneX Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

StoneX Group’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 		$8.27M Sell
73,070
-116,825
-62% -$14.1M 0.44% 36
2025
Q4 		$23.4M Sell
189,895
-29,301
-13% -$3.59M 1.02% 19
2025
Q3 		$26.5M Sell
219,196
-3,513
-2% -$404K 1.15% 14
2025
Q2 		$24.5M Sell
222,709
-18,709
-8% -$1.85M 1.19% 15
2025
Q1 		$22.4M Buy
241,418
+3,179
+1% +$320K 1.23% 14
2024
Q4 		$24.2M Buy
+238,239
New +$23.8M 1.33% 13
2023
Q1 		– Sell
-23,466
Closed -$1.38M – 579
2022
Q4 		$1.38M Sell
23,466
-2,237
-9% -$134K 0.2% 78
2022
Q3 		$1.49M Sell
25,703
-1,092
-4% -$71K 0.28% 68
2022
Q2 		$1.62M Buy
26,795
+2,529
+10% +$167K 0.26% 68
2022
Q1 		$1.85M Sell
24,266
-25,204
-51% -$1.89M 0.18% 113
2021
Q4 		$4.14M Buy
49,470
+26,970
+120% +$2.17M 0.48% 43
2021
Q3 		$1.66M Sell
22,500
-6,776
-23% -$517K 0.24% 85
2021
Q2 		$2.13M Buy
29,276
+1,609
+6% +$111K 0.32% 62
2021
Q1 		$1.8M Sell
27,667
-2,461
-8% -$159K 0.32% 48
2020
Q4 		$1.92M Sell
30,128
-2,420
-7% -$147K 0.42% 37
2020
Q3 		$1.88M Sell
32,548
-27,068
-45% -$1.53M 0.61% 33
2020
Q2 		$3.09M Buy
59,616
+26,676
+81% +$1.28M 1.17% 17
2020
Q1 		$1.36M Sell
32,940
-15,604
-32% -$738K 0.72% 28
2019
Q4 		$2.35M Buy
48,544
+3,588
+8% +$166K 0.96% 17
2019
Q3 		$2.02M Buy
44,956
+824
+2% +$37.3K 1.26% 8
2019
Q2 		$1.98M Sell
44,132
-1,952
-4% -$85.8K 1.27% 7
2019
Q1 		$1.99M Buy
46,084
+1,580
+4% +$64.7K 1.51% 4
2018
Q4 		$1.68M Buy
44,504
+6,892
+18% +$279K 1.62% 4
2018
Q3 		$1.67M Sell
37,612
-824
-2% -$35.4K 1.24% 8
2018
Q2 		$1.56M Buy
38,436
+6,716
+21% +$270K 1.35% 6
2018
Q1 		$1.23M Buy
31,720
+7,760
+32% +$310K 1.18% 11
2017
Q4 		$915K Buy
23,960
+6,972
+41% +$260K 0.95% 22
2017
Q3 		$609K Sell
16,988
-2,372
-12% -$83.6K 0.76% 42
2017
Q2 		$662K Buy
+19,360
New +$656K 0.21% 167

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

StoneX Group's IVW Position: Q1 2026 in Review

StoneX Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 62% in Q1 2026, selling an estimated $14.1M and leaving 73,070 shares worth $8.27M. The position accounts for 0.44% of the portfolio, ranked #36.

StoneX Group first reported a position in IVW in Q2 2017 and has held it in 29 quarters since. The position peaked at $26.5M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • StoneX Group held 73,070 shares of iShares S&P 500 Growth ETF worth $8.27M as of Q1 2026.
  • StoneX Group sold 116,825 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $14.1M.
  • iShares S&P 500 Growth ETF made up 0.44% of StoneX Group's portfolio in Q1 2026, its #36 holding.
  • StoneX Group first reported a position in iShares S&P 500 Growth ETF in Q2 2017 and has held it in 29 quarters since.
  • StoneX Group's iShares S&P 500 Growth ETF position peaked at $26.5M in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.