Stratos Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $43.9M | Sell |
388,544
-24,464
| -6% | -$2.94M | 0.5% | 33 |
|
|
2025
Q4 | $50.9M | Buy |
413,008
+10,366
| +3% | +$1.27M | 0.58% | 29 |
|
|
2025
Q3 | $48.6M | Buy |
402,642
+111,075
| +38% | +$12.8M | 0.57% | 29 |
|
|
2025
Q2 | $32.1M | Buy |
291,567
+3,285
| +1% | +$325K | 0.43% | 41 |
|
|
2025
Q1 | $26.8M | Sell |
288,282
-3,367
| -1% | -$339K | 0.41% | 48 |
|
|
2024
Q4 | $29.6M | Buy |
291,649
+8,286
| +3% | +$827K | 0.42% | 41 |
|
|
2024
Q3 | $27.1M | Buy |
283,363
+98,282
| +53% | +$9.07M | 0.39% | 47 |
|
|
2024
Q2 | $17.1M | Buy |
185,081
+7,051
| +4% | +$608K | 0.27% | 70 |
|
|
2024
Q1 | $15M | Buy |
178,030
+2,682
| +2% | +$215K | 0.25% | 82 |
|
|
2023
Q4 | $13.2M | Buy |
175,348
+16,712
| +11% | +$1.19M | 0.25% | 83 |
|
|
2023
Q3 | $10.9M | Buy |
158,636
+35,007
| +28% | +$2.48M | 0.23% | 90 |
|
|
2023
Q2 | $8.71M | Buy |
123,629
+12,776
| +12% | +$845K | 0.2% | 114 |
|
|
2023
Q1 | $7.08M | Sell |
110,853
-5,070
| -4% | -$310K | 0.19% | 116 |
|
|
2022
Q4 | $6.78M | Sell |
115,923
-2,139
| -2% | -$128K | 0.17% | 131 |
|
|
2022
Q3 | $6.83M | Buy |
118,062
+2,290
| +2% | +$149K | 0.19% | 109 |
|
|
2022
Q2 | $6.99M | Sell |
115,772
-508
| -0.4% | -$33.6K | 0.18% | 116 |
|
|
2022
Q1 | $8.88M | Sell |
116,280
-30,677
| -21% | -$2.3M | 0.2% | 110 |
|
|
2021
Q4 | $12.3M | Buy |
146,957
+49,014
| +50% | +$3.95M | 0.27% | 77 |
|
|
2021
Q3 | $7.24M | Buy |
97,943
+5,680
| +6% | +$433K | 0.18% | 117 |
|
|
2021
Q2 | $6.71M | Buy |
92,263
+7,004
| +8% | +$485K | 0.17% | 130 |
|
|
2021
Q1 | $5.55M | Buy |
85,259
+11,984
| +16% | +$775K | 0.15% | 146 |
|
|
2020
Q4 | $4.68M | Sell |
73,275
-1,861
| -2% | -$113K | 0.14% | 167 |
|
|
2020
Q3 | $4.34M | Buy |
75,136
+3,400
| +5% | +$192K | 0.14% | 160 |
|
|
2020
Q2 | $3.72M | Buy |
71,736
+3,620
| +5% | +$174K | 0.13% | 171 |
|
|
2020
Q1 | $2.81M | Buy |
68,116
+9,076
| +15% | +$429K | 0.13% | 165 |
|
|
2019
Q4 | $2.86M | Buy |
59,040
+3,460
| +6% | +$160K | 0.11% | 196 |
|
|
2019
Q3 | $2.5M | Buy |
55,580
+652
| +1% | +$29.5K | 0.11% | 204 |
|
|
2019
Q2 | $2.46M | Sell |
54,928
-2,408
| -4% | -$106K | 0.11% | 196 |
|
|
2019
Q1 | $2.47M | Sell |
57,336
-34,936
| -38% | -$1.43M | 0.11% | 204 |
|
|
2018
Q4 | $3.48M | Sell |
92,272
-19,564
| -17% | -$792K | 0.18% | 124 |
|
|
2018
Q3 | $4.95M | Buy |
111,836
+28,348
| +34% | +$1.22M | 0.22% | 92 |
|
|
2018
Q2 | $3.39M | Buy |
83,488
+6,008
| +8% | +$241K | 0.15% | 141 |
|
|
2018
Q1 | $3M | Sell |
77,480
-214,868
| -73% | -$8.57M | 0.13% | 171 |
|
|
2017
Q4 | $11.2M | Sell |
292,348
-41,464
| -12% | -$1.55M | 0.5% | 35 |
|
|
2017
Q3 | $12M | Sell |
333,812
-47,408
| -12% | -$1.67M | 0.57% | 31 |
|
|
2017
Q2 | $13M | Buy |
381,220
+500
| +0.1% | +$16.9K | 0.67% | 29 |
|
|
2017
Q1 | $12.5M | Buy |
380,720
+36,164
| +10% | +$1.16M | 0.71% | 28 |
|
|
2016
Q4 | $10.5M | Buy |
344,556
+335,104
| +3,545% | +$10.1M | 0.65% | 32 |
|
|
2016
Q3 | $287K | Buy |
9,452
+1,180
| +14% | +$35.8K | 0.02% | 505 |
|
|
2016
Q2 | $241K | Sell |
8,272
-3,404
| -29% | -$98.8K | 0.02% | 511 |
|
|
2016
Q1 | $338K | Sell |
11,676
-2,024
| -15% | -$55.7K | 0.03% | 383 |
|
|
2015
Q4 | $397K | Sell |
13,700
-8,868
| -39% | -$258K | 0.03% | 355 |
|
|
2015
Q3 | $608K | Buy |
22,568
+11,716
| +108% | +$333K | 0.08% | 218 |
|
|
2015
Q2 | $309K | Sell |
10,852
-3,348
| -24% | -$97K | 0.04% | 364 |
|
|
2015
Q1 | $403K | Sell |
14,200
-6,116
| -30% | -$174K | 0.05% | 350 |
|
|
2014
Q4 | $567K | Buy |
+20,316
| New | +$555K | 0.1% | 204 |
|
Other funds holding IVW
Stratos Wealth Partners's IVW Position: Q1 2026 in Review
Stratos Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.9% in Q1 2026, selling an estimated $2.94M and leaving 388,544 shares worth $43.9M. The position accounts for 0.5% of the portfolio, ranked #33.
Stratos Wealth Partners first reported a position in IVW in Q4 2014 and has held it in 46 quarters since. The position peaked at $50.9M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Stratos Wealth Partners held 388,544 shares of iShares S&P 500 Growth ETF worth $43.9M as of Q1 2026.
- Stratos Wealth Partners sold 24,464 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $2.94M.
- iShares S&P 500 Growth ETF made up 0.5% of Stratos Wealth Partners's portfolio in Q1 2026, its #33 holding.
- Stratos Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 46 quarters since.
- Stratos Wealth Partners's iShares S&P 500 Growth ETF position peaked at $50.9M in Q4 2025.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.