Sunbelt Securities’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 | $20.7M | Buy |
183,413
+1,549
| +0.9% | +$186K | 1.31% | 9 |
|
|
2025
Q4 | $22.4M | Sell |
181,864
-5,091
| -3% | -$623K | 1.5% | 8 |
|
|
2025
Q3 | $22.6M | Buy |
186,955
+6,097
| +3% | +$701K | 1.56% | 7 |
|
|
2025
Q2 | $18.4M | Buy |
180,858
+2,469
| +1% | +$244K | 1.62% | 8 |
|
|
2025
Q1 | $16.6M | Sell |
178,389
-2,437
| -1% | -$246K | 1.48% | 7 |
|
|
2024
Q4 | $18.5M | Sell |
180,826
-2,688
| -1% | -$268K | 1.63% | 8 |
|
|
2024
Q3 | $17.6M | Buy |
183,514
+2,728
| +2% | +$252K | 1.72% | 6 |
|
|
2024
Q2 | $16.7M | Buy |
180,786
+217
| +0.1% | +$18.7K | 1.71% | 7 |
|
|
2024
Q1 | $15.2M | Sell |
180,569
-9,223
| -5% | -$741K | 1.7% | 7 |
|
|
2023
Q4 | $14.3M | Sell |
189,792
-806
| -0.4% | -$57.4K | 1.79% | 7 |
|
|
2023
Q3 | $13M | Buy |
190,598
+9,615
| +5% | +$680K | 1.8% | 6 |
|
|
2023
Q2 | $12.8M | Buy |
180,983
+5,199
| +3% | +$344K | 1.83% | 6 |
|
|
2023
Q1 | $11.1M | Buy |
175,784
+13,060
| +8% | +$798K | 1.78% | 6 |
|
|
2022
Q4 | $9.52M | Sell |
162,724
-1,582
| -1% | -$95K | 1.86% | 5 |
|
|
2022
Q3 | $9.51M | Buy |
164,306
+19,594
| +14% | +$1.27M | 2.01% | 4 |
|
|
2022
Q2 | $8.73M | Buy |
144,712
+4,801
| +3% | +$318K | 1.85% | 4 |
|
|
2022
Q1 | $10.9M | Buy |
139,911
+3,508
| +3% | +$264K | 1.99% | 4 |
|
|
2021
Q4 | $10.4M | Buy |
136,403
+4,491
| +3% | +$362K | 1.69% | 5 |
|
|
2021
Q3 | $9.78M | Hold |
131,912
| – | – | 1.76% | 6 |
|
|
2021
Q2 | $9.78M | Buy |
131,912
+1,180
| +0.9% | +$81.7K | 1.76% | 6 |
|
|
2021
Q1 | $8.51M | Buy |
130,732
+9,691
| +8% | +$626K | 1.68% | 4 |
|
|
2020
Q4 | $7.72M | Buy |
121,041
+3,621
| +3% | +$220K | 1.6% | 8 |
|
|
2020
Q3 | $6.79M | Buy |
117,420
+5,200
| +5% | +$294K | 1.89% | 7 |
|
|
2020
Q2 | $5.83M | Sell |
112,220
-300,924
| -73% | -$14.4M | 2% | 9 |
|
|
2020
Q1 | $18.7M | Buy |
413,144
+215,444
| +109% | +$10.2M | 0.8% | 18 |
|
|
2019
Q4 | $4.67M | Buy |
197,700
+16,172
| +9% | +$750K | 0.49% | 42 |
|
|
2019
Q3 | $8.17M | Buy |
181,528
+87,560
| +93% | +$3.96M | 0.92% | 18 |
|
|
2019
Q2 | $4.21M | Sell |
93,968
-1,104
| -1% | -$48.6K | 1.83% | 5 |
|
|
2019
Q1 | $4.1M | Buy |
95,072
+2,332
| +3% | +$95.5K | 2.05% | 4 |
|
|
2018
Q4 | $3.49M | Sell |
92,740
-600
| -0.6% | -$24.3K | 2.03% | 4 |
|
|
2018
Q3 | $4.13M | Buy |
93,340
+836
| +0.9% | +$35.9K | 2.21% | 3 |
|
|
2018
Q2 | $3.76M | Buy |
92,504
+1,296
| +1% | +$52.1K | 2.25% | 2 |
|
|
2018
Q1 | $3.54M | Sell |
91,208
-9,516
| -9% | -$380K | 3.23% | 2 |
|
|
2017
Q4 | $3.85M | Buy |
100,724
+756
| +0.8% | +$28.2K | 3.74% | 2 |
|
|
2017
Q3 | $3.58M | Buy |
99,968
+2,616
| +3% | +$92.1K | 3.77% | 3 |
|
|
2017
Q2 | $3.33M | Buy |
97,352
+700
| +0.7% | +$23.7K | 6.26% | 3 |
|
|
2017
Q1 | $3.18M | Sell |
96,652
-1,324
| -1% | -$42.5K | 4.78% | 5 |
|
|
2016
Q4 | $2.98M | Buy |
97,976
+2,568
| +3% | +$77.6K | 4.53% | 7 |
|
|
2016
Q3 | $2.9M | Buy |
95,408
+9,140
| +11% | +$277K | 3.5% | 7 |
|
|
2016
Q2 | $2.51M | Buy |
86,268
+6,840
| +9% | +$198K | 3.29% | 7 |
|
|
2016
Q1 | $2.3M | Sell |
79,428
-1,360
| -2% | -$37.4K | 3.35% | 7 |
|
|
2015
Q4 | $2.34M | Buy |
80,788
+144
| +0.2% | +$4.19K | 3.29% | 8 |
|
|
2015
Q3 | $2.17M | Buy |
80,644
+756
| +0.9% | +$21.5K | 2.95% | 8 |
|
|
2015
Q2 | $2.27M | Buy |
79,888
+936
| +1% | +$27.1K | 3.13% | 7 |
|
|
2015
Q1 | $2.25M | Buy |
78,952
+1,196
| +2% | +$34K | 3.34% | 7 |
|
|
2014
Q4 | $2.17M | Buy |
+77,756
| New | +$2.12M | 2.85% | 7 |
|
Other funds holding IVW
Sunbelt Securities's IVW Position: Q1 2026 in Review
Sunbelt Securities increased its iShares S&P 500 Growth ETF (IVW) stake by 0.85% in Q1 2026, buying an estimated $186K and bringing the position to 183,413 shares worth $20.7M. The position accounts for 1.31% of the portfolio, ranked #9.
Sunbelt Securities first reported a position in IVW in Q4 2014 and has held it in 46 quarters since. The position peaked at $22.6M in Q3 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Sunbelt Securities held 183,413 shares of iShares S&P 500 Growth ETF worth $20.7M as of Q1 2026.
- Sunbelt Securities bought 1,549 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $186K.
- iShares S&P 500 Growth ETF made up 1.31% of Sunbelt Securities's portfolio in Q1 2026, its #9 holding.
- Sunbelt Securities first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 46 quarters since.
- Sunbelt Securities's iShares S&P 500 Growth ETF position peaked at $22.6M in Q3 2025.
- 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.