Valmark Advisers’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 | $67.1M | Sell |
593,468
-4,998
| -0.8% | -$601K | 0.8% | 27 |
|
|
2025
Q4 | $73.8M | Sell |
598,466
-20,884
| -3% | -$2.56M | 0.91% | 23 |
|
|
2025
Q3 | $74.8M | Sell |
619,350
-12,967
| -2% | -$1.49M | 0.97% | 24 |
|
|
2025
Q2 | $69.6M | Sell |
632,317
-48,071
| -7% | -$4.76M | 0.97% | 23 |
|
|
2025
Q1 | $63.2M | Sell |
680,388
-14,900
| -2% | -$1.5M | 0.95% | 24 |
|
|
2024
Q4 | $70.6M | Sell |
695,288
-24,736
| -3% | -$2.47M | 1.09% | 22 |
|
|
2024
Q3 | $68.9M | Sell |
720,024
-16,242
| -2% | -$1.5M | 1.08% | 21 |
|
|
2024
Q2 | $68.1M | Sell |
736,266
-80,248
| -10% | -$6.92M | 1.16% | 20 |
|
|
2024
Q1 | $68.9M | Sell |
816,514
-13,065
| -2% | -$1.05M | 1.2% | 20 |
|
|
2023
Q4 | $62.3M | Sell |
829,579
-37,889
| -4% | -$2.7M | 1.17% | 20 |
|
|
2023
Q3 | $59.4M | Sell |
867,468
-6,206
| -0.7% | -$439K | 1.23% | 21 |
|
|
2023
Q2 | $61.6M | Sell |
873,674
-37,384
| -4% | -$2.47M | 1.25% | 21 |
|
|
2023
Q1 | $58.2M | Sell |
911,058
-1,238
| -0.1% | -$75.7K | 1.25% | 24 |
|
|
2022
Q4 | $53.4M | Sell |
912,296
-11,196
| -1% | -$672K | 1.23% | 23 |
|
|
2022
Q3 | $53.4M | Sell |
923,492
-13,358
| -1% | -$868K | 1.08% | 24 |
|
|
2022
Q2 | $56.5M | Sell |
936,850
-13,285
| -1% | -$879K | 1.1% | 25 |
|
|
2022
Q1 | $72.6M | Sell |
950,135
-15,460
| -2% | -$1.16M | 1.28% | 20 |
|
|
2021
Q4 | $80.8M | Sell |
965,595
-27,946
| -3% | -$2.25M | 1.39% | 19 |
|
|
2021
Q3 | $73.4M | Sell |
993,541
-17,632
| -2% | -$1.34M | 1.34% | 19 |
|
|
2021
Q2 | $73.5M | Sell |
1,011,173
-132,430
| -12% | -$9.17M | 1.35% | 18 |
|
|
2021
Q1 | $74.5M | Sell |
1,143,603
-41,567
| -4% | -$2.69M | 1.44% | 19 |
|
|
2020
Q4 | $75.6M | Sell |
1,185,170
-79,034
| -6% | -$4.79M | 1.54% | 18 |
|
|
2020
Q3 | $73M | Sell |
1,264,204
-78,028
| -6% | -$4.42M | 1.66% | 18 |
|
|
2020
Q2 | $69.6M | Sell |
1,342,232
-47,524
| -3% | -$2.28M | 1.64% | 17 |
|
|
2020
Q1 | $57.3M | Sell |
1,389,756
-133,428
| -9% | -$6.31M | 1.5% | 21 |
|
|
2019
Q4 | $73.7M | Sell |
1,523,184
-107,088
| -7% | -$4.96M | 1.6% | 17 |
|
|
2019
Q3 | $73.4M | Sell |
1,630,272
-27,596
| -2% | -$1.25M | 1.63% | 17 |
|
|
2019
Q2 | $74.3M | Sell |
1,657,868
-28,080
| -2% | -$1.23M | 1.63% | 17 |
|
|
2019
Q1 | $72.6M | Sell |
1,685,948
-162,732
| -9% | -$6.67M | 1.62% | 17 |
|
|
2018
Q4 | $69.6M | Sell |
1,848,680
-70,964
| -4% | -$2.87M | 1.67% | 18 |
|
|
2018
Q3 | $85M | Sell |
1,919,644
-52,128
| -3% | -$2.24M | 1.86% | 17 |
|
|
2018
Q2 | $80.2M | Sell |
1,971,772
-3,396,464
| -63% | -$136M | 1.77% | 18 |
|
|
2018
Q1 | $208M | Sell |
5,368,236
-3,470,212
| -39% | -$138M | 4.56% | 8 |
|
|
2017
Q4 | $338M | Sell |
8,838,448
-4,428,908
| -33% | -$165M | 7.24% | 4 |
|
|
2017
Q3 | $476M | Sell |
13,267,356
-146,832
| -1% | -$5.17M | 11.13% | 3 |
|
|
2017
Q2 | $459M | Sell |
13,414,188
-248,908
| -2% | -$8.44M | 11.06% | 3 |
|
|
2017
Q1 | $449M | Buy |
13,663,096
+316,008
| +2% | +$10.1M | 11.02% | 3 |
|
|
2016
Q4 | $406M | Sell |
13,347,088
-229,492
| -2% | -$6.93M | 10.27% | 3 |
|
|
2016
Q3 | $413M | Sell |
13,576,580
-514,536
| -4% | -$15.6M | 10.32% | 3 |
|
|
2016
Q2 | $411M | Sell |
14,091,116
-260,964
| -2% | -$7.57M | 10.34% | 3 |
|
|
2016
Q1 | $416M | Buy |
14,352,080
+26,228
| +0.2% | +$722K | 10.43% | 3 |
|
|
2015
Q4 | $408M | Sell |
14,325,852
-1,787,752
| -11% | -$52M | 10.47% | 3 |
|
|
2015
Q3 | $444M | Sell |
16,113,604
-327,808
| -2% | -$9.32M | 10.74% | 3 |
|
|
2015
Q2 | $468M | Buy |
16,441,412
+152,876
| +0.9% | +$4.43M | 10.64% | 3 |
|
|
2015
Q1 | $464M | Sell |
16,288,536
-37,964
| -0.2% | -$1.08M | 10.61% | 3 |
|
|
2014
Q4 | $456M | Sell |
16,326,500
-615,788
| -4% | -$16.8M | 10.61% | 3 |
|
|
2014
Q3 | $452M | Sell |
16,942,288
-18,800
| -0.1% | -$501K | 10.84% | 3 |
|
|
2014
Q2 | $446M | Buy |
16,961,088
+397,120
| +2% | +$10.1M | 10.69% | 3 |
|
|
2014
Q1 | $413M | Buy |
16,563,968
+847,480
| +5% | +$20.9M | 10.63% | 2 |
|
|
2013
Q4 | $388M | Buy |
15,716,488
+741,388
| +5% | +$17.5M | 10.65% | 2 |
|
|
2013
Q3 | $335M | Buy |
14,975,100
+1,191,240
| +9% | +$26.3M | 10.3% | 2 |
|
|
2013
Q2 | $289M | Buy |
+13,783,860
| New | +$292M | 10.15% | 2 |
|
Other funds holding IVW
Valmark Advisers's IVW Position: Q1 2026 in Review
Valmark Advisers reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.84% in Q1 2026, selling an estimated $601K and leaving 593,468 shares worth $67.1M. The position accounts for 0.8% of the portfolio, ranked #27.
Valmark Advisers first reported a position in IVW in Q2 2013 and has held it in 52 quarters since. The position peaked at $476M in Q3 2017. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Valmark Advisers held 593,468 shares of iShares S&P 500 Growth ETF worth $67.1M as of Q1 2026.
- Valmark Advisers sold 4,998 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $601K.
- iShares S&P 500 Growth ETF made up 0.8% of Valmark Advisers's portfolio in Q1 2026, its #27 holding.
- Valmark Advisers first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 52 quarters since.
- Valmark Advisers's iShares S&P 500 Growth ETF position peaked at $476M in Q3 2017.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.