Vision Retirement’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
$1.99M Buy
14,467
+2,415
+20% +$319K 0.48% 39
2026
Q1
$1.36M Sell
12,052
-1,703
-12% -$205K 0.39% 49
2025
Q4
$1.7M Buy
+13,755
New +$1.68M 0.45% 43

Other funds holding IVW

Vision Retirement's IVW Position: Q2 2026 in Review

Vision Retirement increased its iShares S&P 500 Growth ETF (IVW) stake by 20% in Q2 2026, buying an estimated $319K and bringing the position to 14,467 shares worth $1.99M. The position accounts for 0.48% of the portfolio, ranked #39.

Vision Retirement first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,066 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Vision Retirement held 14,467 shares of iShares S&P 500 Growth ETF worth $1.99M as of Q2 2026.
  • Vision Retirement bought 2,415 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $319K.
  • iShares S&P 500 Growth ETF made up 0.48% of Vision Retirement's portfolio in Q2 2026, its #39 holding.
  • Vision Retirement first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,066 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.