Sutton Place Investors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sutton Place Investors’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	$3.18M	Buy	23,143 +1,345	+6%	+$178K	1.54%	12
2026 Q1	$2.47M	Buy	21,798 +2,378	+12%	+$286K	1.35%	16
2025 Q4	$2.39M	Sell	19,420 -805	-4%	-$98.5K	1.31%	19
2025 Q3	$2.44M	Sell	20,225 -750	-4%	-$86.3K	1.39%	17
2025 Q2	$2.31M	Sell	20,975 -3,666	-15%	-$363K	1.39%	17
2025 Q1	$2.29M	Buy	24,641 +583	+2%	+$58.8K	1.54%	15
2024 Q4	$2.44M	Sell	24,058 -441	-2%	-$44K	1.41%	14
2024 Q3	$2.35M	Sell	24,499 -314	-1%	-$29K	1.43%	15
2024 Q2	$2.3M	Buy	24,813 +10,540	+74%	+$909K	1.53%	15
2024 Q1	$1.21M	Buy	14,273 +9,996	+234%	+$803K	0.6%	46
2023 Q4	$321K	Buy	4,277 +332	+8%	+$23.6K	0.23%	99
2023 Q3	$270K	Buy	+3,945	New	+$279K	0.35%	57
2022 Q3	–	Sell	-6,393	Closed	-$386K	–	67
2022 Q2	$386K	Hold	6,393	–	–	0.56%	43
2022 Q1	$443K	Sell	6,393 -151	-2%	-$11.3K	0.53%	42
2021 Q4	$548K	Buy	+6,544	New	+$527K	0.63%	43

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sutton Place Investors's IVW Position: Q2 2026 in Review

Sutton Place Investors increased its iShares S&P 500 Growth ETF (IVW) stake by 6.2% in Q2 2026, buying an estimated $178K and bringing the position to 23,143 shares worth $3.18M. The position accounts for 1.54% of the portfolio, ranked #12.

Sutton Place Investors first reported a position in IVW in Q4 2021 and has held it in 15 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Sutton Place Investors held 23,143 shares of iShares S&P 500 Growth ETF worth $3.18M as of Q2 2026.
Sutton Place Investors bought 1,345 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $178K.
iShares S&P 500 Growth ETF made up 1.54% of Sutton Place Investors's portfolio in Q2 2026, its #12 holding.
Sutton Place Investors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 15 quarters since.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.