Vestmark Advisory Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

Vestmark Advisory Solutions’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	$46.5M	Buy	338,319 +248,991	+279%	+$32.9M	0.44%	46
2026 Q1	$10.1M	Buy	89,328 +14,540	+19%	+$1.75M	0.11%	195
2025 Q4	$9.22M	Sell	74,788 -198,593	-73%	-$24.3M	0.12%	168
2025 Q3	$33M	Buy	273,381 +190,970	+232%	+$22M	0.63%	28
2025 Q2	$9.07M	Sell	82,411 -55,574	-40%	-$5.5M	0.13%	123
2025 Q1	$12.8M	Buy	+137,985	New	+$13.9M	0.33%	61
2023 Q3	–	Sell	-3,541	Closed	-$250K	–	660
2023 Q2	$250K	Sell	3,541 -132	-4%	-$8.73K	0.01%	768
2023 Q1	$235K	Sell	3,673 -2	-0.1%	-$122	0.01%	769
2022 Q4	$215K	Sell	3,675 -93	-2%	-$5.58K	0.01%	782
2022 Q3	$218K	Sell	3,768 -1,526	-29%	-$99.2K	0.01%	760
2022 Q2	$319K	Buy	5,294 +547	+12%	+$36.2K	0.02%	660
2022 Q1	$363K	Sell	4,747 -2,712	-36%	-$204K	0.02%	649
2021 Q4	$624K	Buy	7,459 +2,395	+47%	+$193K	0.04%	473
2021 Q3	$374K	Sell	5,064 -192	-4%	-$14.6K	0.03%	588
2021 Q2	$382K	Sell	5,256 -24	-0.5%	-$1.66K	0.03%	556
2021 Q1	$344K	Sell	5,280 -2,397	-31%	-$155K	0.03%	555
2020 Q4	$490K	Buy	7,677 +2,229	+41%	+$135K	0.06%	361
2020 Q3	$315K	Sell	5,448 -1,284	-19%	-$72.7K	0.04%	410
2020 Q2	$349K	Buy	6,732 +228	+4%	+$10.9K	0.05%	373
2020 Q1	$268K	Buy	+6,504	New	+$308K	0.05%	389
2019 Q4	–	Sell	-5,948	Closed	-$268K	–	396
2019 Q3	$268K	Buy	+5,948	New	+$269K	0.04%	452

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

Vestmark Advisory Solutions's IVW Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its iShares S&P 500 Growth ETF (IVW) stake by 279% in Q2 2026, buying an estimated $32.9M and bringing the position to 338,319 shares worth $46.5M. The position accounts for 0.44% of the portfolio, ranked #46.

Vestmark Advisory Solutions first reported a position in IVW in Q3 2019 and has held it in 21 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Vestmark Advisory Solutions held 338,319 shares of iShares S&P 500 Growth ETF worth $46.5M as of Q2 2026.
Vestmark Advisory Solutions bought 248,991 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $32.9M.
iShares S&P 500 Growth ETF made up 0.44% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #46 holding.
Vestmark Advisory Solutions first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and has held it in 21 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.