Van Hulzen Asset Management’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 | $753K | Sell |
6,653
-303
| -4% | -$36.4K | 0.06% | 191 |
|
|
2025
Q4 | $857K | Buy |
6,956
+41
| +0.6% | +$5.02K | 0.06% | 175 |
|
|
2025
Q3 | $835K | Sell |
6,915
-419
| -6% | -$48.2K | 0.06% | 178 |
|
|
2025
Q2 | $807K | Buy |
7,334
+421
| +6% | +$41.7K | 0.07% | 173 |
|
|
2025
Q1 | $642K | Sell |
6,913
-379
| -5% | -$38.2K | 0.06% | 183 |
|
|
2024
Q4 | $740K | Sell |
7,292
-215
| -3% | -$21.4K | 0.05% | 188 |
|
|
2024
Q3 | $719K | Buy |
7,507
+256
| +4% | +$23.6K | 0.05% | 189 |
|
|
2024
Q2 | $671K | Buy |
7,251
+300
| +4% | +$25.9K | 0.05% | 181 |
|
|
2024
Q1 | $587K | Hold |
6,951
| – | – | 0.04% | 213 |
|
|
2023
Q4 | $522K | Sell |
6,951
-239
| -3% | -$17K | 0.04% | 219 |
|
|
2023
Q3 | $492K | Sell |
7,190
-32
| -0.4% | -$2.27K | 0.04% | 209 |
|
|
2023
Q2 | $509K | Sell |
7,222
-30
| -0.4% | -$1.98K | 0.04% | 184 |
|
|
2023
Q1 | $463K | Sell |
7,252
-209
| -3% | -$12.8K | 0.04% | 187 |
|
|
2022
Q4 | $436K | Sell |
7,461
-654
| -8% | -$39.3K | 0.05% | 190 |
|
|
2022
Q3 | $469K | Buy |
8,115
+2
| +0% | +$130 | 0.06% | 173 |
|
|
2022
Q2 | $490K | Sell |
8,113
-5
| -0.1% | -$331 | 0.06% | 168 |
|
|
2022
Q1 | $620K | Hold |
8,118
| – | – | 0.07% | 149 |
|
|
2021
Q4 | $679K | Hold |
8,118
| – | – | 0.07% | 150 |
|
|
2021
Q3 | $600K | Buy |
8,118
+150
| +2% | +$11.4K | 0.09% | 130 |
|
|
2021
Q2 | $580K | Hold |
7,968
| – | – | 0.09% | 129 |
|
|
2021
Q1 | $519K | Buy |
7,968
+392
| +5% | +$25.3K | 0.08% | 135 |
|
|
2020
Q4 | $484K | Sell |
7,576
-1,444
| -16% | -$87.6K | 0.07% | 145 |
|
|
2020
Q3 | $521K | Sell |
9,020
-184
| -2% | -$10.4K | 0.08% | 123 |
|
|
2020
Q2 | $477K | Sell |
9,204
-1,112
| -11% | -$53.3K | 0.07% | 129 |
|
|
2020
Q1 | $426K | Sell |
10,316
-2,664
| -21% | -$126K | 0.09% | 132 |
|
|
2019
Q4 | $628K | Buy |
12,980
+448
| +4% | +$20.8K | 0.12% | 122 |
|
|
2019
Q3 | $564K | Hold |
12,532
| – | – | 0.12% | 120 |
|
|
2019
Q2 | $562K | Buy |
12,532
+3,132
| +33% | +$138K | 0.12% | 120 |
|
|
2019
Q1 | $405K | Hold |
9,400
| – | – | 0.11% | 131 |
|
|
2018
Q4 | $354K | Buy |
9,400
+356
| +4% | +$14.4K | 0.1% | 147 |
|
|
2018
Q3 | $401K | Hold |
9,044
| – | – | 0.11% | 137 |
|
|
2018
Q2 | $368K | Sell |
9,044
-224
| -2% | -$9K | 0.11% | 125 |
|
|
2018
Q1 | $359K | Sell |
9,268
-240
| -3% | -$9.57K | 0.11% | 127 |
|
|
2017
Q4 | $363K | Buy |
9,508
+52
| +0.5% | +$1.94K | 0.11% | 139 |
|
|
2017
Q3 | $339K | Buy |
+9,456
| New | +$333K | 0.11% | 124 |
|
Other funds holding IVW
Van Hulzen Asset Management's IVW Position: Q1 2026 in Review
Van Hulzen Asset Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.4% in Q1 2026, selling an estimated $36.4K and leaving 6,653 shares worth $753K. The position accounts for 0.06% of the portfolio, ranked #191.
Van Hulzen Asset Management first reported a position in IVW in Q3 2017 and has held it in 35 quarters since. The position peaked at $857K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Van Hulzen Asset Management held 6,653 shares of iShares S&P 500 Growth ETF worth $753K as of Q1 2026.
- Van Hulzen Asset Management sold 303 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $36.4K.
- iShares S&P 500 Growth ETF made up 0.06% of Van Hulzen Asset Management's portfolio in Q1 2026, its #191 holding.
- Van Hulzen Asset Management first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and has held it in 35 quarters since.
- Van Hulzen Asset Management's iShares S&P 500 Growth ETF position peaked at $857K in Q4 2025.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.