Valley National Advisers’s iShares S&P 500 Growth ETF IVW Stock Holding History

Valley National Advisers’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	$2.48K	Hold	18	–	–	﹤0.01%	779
2026 Q1	$2K	Hold	18	–	–	﹤0.01%	771
2025 Q4	$2K	Hold	18	–	–	﹤0.01%	787
2025 Q3	$2K	Hold	18	–	–	﹤0.01%	740
2025 Q2	$1K	Hold	18	–	–	﹤0.01%	775
2025 Q1	$1K	Hold	18	–	–	﹤0.01%	773
2024 Q4	$1K	Hold	18	–	–	﹤0.01%	733
2024 Q3	$1K	Buy	+18	New	+$1.66K	﹤0.01%	701
2023 Q4	–	Sell	-10	Closed	-$1K	–	1234
2023 Q3	$1K	Hold	10	–	–	﹤0.01%	950
2023 Q2	$1K	Hold	10	–	–	﹤0.01%	894
2023 Q1	$1K	Hold	10	–	–	﹤0.01%	823
2022 Q4	$0	Hold	10	–	–	﹤0.01%	912
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	846
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	828
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	848
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	853
2021 Q3	$1K	Buy	+10	New	+$762	﹤0.01%	823

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

Valley National Advisers's IVW Position: Q2 2026 in Review

Valley National Advisers held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 18 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Valley National Advisers first reported a position in IVW in Q3 2021 and has held it in 17 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Valley National Advisers held 18 shares of iShares S&P 500 Growth ETF worth $2.48K as of Q2 2026.
Valley National Advisers left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #779 holding.
Valley National Advisers first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 17 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.