Valeo Financial Advisors’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
Q2 | $5.57M | Buy |
40,508
+4,094
| +11% | +$541K | 0.12% | 88 |
|
|
2026
Q1 | $4.12M | Buy |
36,414
+332
| +0.9% | +$39.9K | 0.1% | 99 |
|
|
2025
Q4 | $4.45M | Sell |
36,082
-1,644
| -4% | -$201K | 0.1% | 99 |
|
|
2025
Q3 | $4.55M | Buy |
37,726
+3,488
| +10% | +$401K | 0.1% | 99 |
|
|
2025
Q2 | $3.77M | Buy |
34,238
+1,896
| +6% | +$188K | 0.09% | 112 |
|
|
2025
Q1 | $3M | Buy |
32,342
+188
| +0.6% | +$19K | 0.08% | 111 |
|
|
2024
Q4 | $3.26M | Buy |
32,154
+147
| +0.5% | +$14.7K | 0.09% | 105 |
|
|
2024
Q3 | $3.06M | Buy |
32,007
+438
| +1% | +$40.4K | 0.09% | 117 |
|
|
2024
Q2 | $2.92M | Buy |
31,569
+1,301
| +4% | +$112K | 0.09% | 108 |
|
|
2024
Q1 | $2.46M | Buy |
30,268
+1,266
| +4% | +$102K | 0.09% | 124 |
|
|
2023
Q4 | $2.18M | Buy |
29,002
+1
| +0% | +$71 | 0.09% | 128 |
|
|
2023
Q3 | $1.98M | Sell |
29,001
-215
| -0.7% | -$15.2K | 0.09% | 127 |
|
|
2023
Q2 | $2.06M | Hold |
29,216
| – | – | 0.09% | 120 |
|
|
2023
Q1 | $1.87M | Sell |
29,216
-145
| -0.5% | -$8.86K | 0.09% | 134 |
|
|
2022
Q4 | $1.72M | Buy |
29,361
+1
| +0% | +$60 | 0.09% | 126 |
|
|
2022
Q3 | $1.7M | Hold |
29,360
| – | – | 0.11% | 115 |
|
|
2022
Q2 | $1.77M | Sell |
29,360
-832
| -3% | -$55.1K | 0.11% | 110 |
|
|
2022
Q1 | $2.31M | Buy |
30,192
+1,000
| +3% | +$75.1K | 0.12% | 107 |
|
|
2021
Q4 | $2.44M | Buy |
29,192
+982
| +3% | +$79.1K | 0.13% | 95 |
|
|
2021
Q3 | $2.08M | Sell |
28,210
-253
| -0.9% | -$19.3K | 0.12% | 109 |
|
|
2021
Q2 | $2.07M | Sell |
28,463
-515
| -2% | -$35.6K | 0.13% | 106 |
|
|
2021
Q1 | $1.89M | Sell |
28,978
-450
| -2% | -$29.1K | 0.09% | 124 |
|
|
2020
Q4 | $1.88M | Buy |
29,428
+2,940
| +11% | +$178K | 0.1% | 106 |
|
|
2020
Q3 | $1.53M | Sell |
26,488
-4,004
| -13% | -$227K | 0.13% | 100 |
|
|
2020
Q2 | $1.58M | Sell |
30,492
-32
| -0.1% | -$1.53K | 0.14% | 95 |
|
|
2020
Q1 | $1.35M | Buy |
30,524
+2,276
| +8% | +$108K | 0.14% | 97 |
|
|
2019
Q4 | $1.37M | Buy |
28,248
+20
| +0.1% | +$927 | 0.13% | 106 |
|
|
2019
Q3 | $1.27M | Buy |
28,228
+88
| +0.3% | +$3.98K | 0.14% | 97 |
|
|
2019
Q2 | $1.26M | Buy |
28,140
+3,156
| +13% | +$139K | 0.14% | 100 |
|
|
2019
Q1 | $1.08M | Hold |
24,984
| – | – | 0.13% | 121 |
|
|
2018
Q4 | $941K | Buy |
24,984
+1,356
| +6% | +$54.9K | 0.13% | 115 |
|
|
2018
Q3 | $962K | Hold |
23,628
| – | – | 0.13% | 123 |
|
|
2018
Q2 | $1.01M | Buy |
23,628
+7,480
| +46% | +$300K | 0.14% | 110 |
|
|
2018
Q1 | $626K | Sell |
16,148
-1,040
| -6% | -$41.5K | 0.1% | 131 |
|
|
2017
Q4 | $656K | Buy |
17,188
+1,040
| +6% | +$38.9K | 0.11% | 126 |
|
|
2017
Q3 | $579K | Buy |
+16,148
| New | +$569K | 0.13% | 114 |
|
Other funds holding IVW
Valeo Financial Advisors's IVW Position: Q2 2026 in Review
Valeo Financial Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q2 2026, buying an estimated $541K and bringing the position to 40,508 shares worth $5.57M. The position accounts for 0.12% of the portfolio, ranked #88.
Valeo Financial Advisors first reported a position in IVW in Q3 2017 and has held it in 36 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Valeo Financial Advisors held 40,508 shares of iShares S&P 500 Growth ETF worth $5.57M as of Q2 2026.
- Valeo Financial Advisors bought 4,094 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $541K.
- iShares S&P 500 Growth ETF made up 0.12% of Valeo Financial Advisors's portfolio in Q2 2026, its #88 holding.
- Valeo Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and has held it in 36 quarters since.
- 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.