WBH Advisory’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 | $4.41M | Sell |
32,058
-787
| -2% | -$104K | 0.3% | 74 |
|
|
2026
Q1 | $3.76M | Sell |
32,845
-113
| -0.3% | -$13.6K | 0.28% | 74 |
|
|
2025
Q4 | $4.06M | Sell |
32,958
-8
| -0% | -$979 | 0.3% | 70 |
|
|
2025
Q3 | $3.98M | Sell |
32,966
-3
| -0% | -$345 | 0.3% | 69 |
|
|
2025
Q2 | $3.63M | Sell |
32,969
-804
| -2% | -$79.6K | 0.31% | 68 |
|
|
2025
Q1 | $3.14M | Sell |
33,773
-264
| -0.8% | -$26.6K | 0.29% | 69 |
|
|
2024
Q4 | $3.46M | Sell |
34,037
-1,000
| -3% | -$99.8K | 0.32% | 66 |
|
|
2024
Q3 | $3.35M | Sell |
35,037
-1,599
| -4% | -$148K | 0.32% | 64 |
|
|
2024
Q2 | $3.39M | Sell |
36,636
-93
| -0.3% | -$8.02K | 0.34% | 63 |
|
|
2024
Q1 | $3.1M | Sell |
36,729
-874
| -2% | -$70.2K | 0.32% | 65 |
|
|
2023
Q4 | $2.82M | Sell |
37,603
-4,893
| -12% | -$348K | 0.31% | 65 |
|
|
2023
Q3 | $2.91M | Sell |
42,496
-478
| -1% | -$33.8K | 0.36% | 65 |
|
|
2023
Q2 | $3.03M | Sell |
42,974
-4,806
| -10% | -$318K | 0.36% | 66 |
|
|
2023
Q1 | $3.05M | Buy |
+47,780
| New | +$2.92M | 0.38% | 64 |
|
|
2022
Q3 | $2.44M | Sell |
42,144
-4,543
| -10% | -$295K | 0.35% | 68 |
|
|
2022
Q2 | $2.91M | Buy |
46,687
+32,549
| +230% | +$2.15M | 0.39% | 59 |
|
|
2022
Q1 | $988K | Buy |
14,138
+7,504
| +113% | +$564K | 0.12% | 146 |
|
|
2021
Q4 | $555K | Buy |
6,634
+59
| +0.9% | +$4.75K | 0.06% | 211 |
|
|
2021
Q3 | $486K | Buy |
6,575
+4
| +0.1% | +$305 | 0.07% | 207 |
|
|
2021
Q2 | $502K | Sell |
6,571
-66
| -1% | -$4.57K | 0.07% | 180 |
|
|
2021
Q1 | $432K | Sell |
6,637
-60
| -0.9% | -$3.88K | 0.07% | 192 |
|
|
2020
Q4 | $437K | Buy |
6,697
+5
| +0.1% | +$303 | 0.08% | 181 |
|
|
2020
Q3 | $387K | Sell |
6,692
-88
| -1% | -$4.98K | 0.08% | 180 |
|
|
2020
Q2 | $351K | Buy |
6,780
+168
| +3% | +$8.05K | 0.08% | 182 |
|
|
2020
Q1 | $272K | Buy |
6,612
+1,808
| +38% | +$85.5K | 0.06% | 184 |
|
|
2019
Q4 | $232K | Buy |
+4,804
| New | +$223K | 0.05% | 227 |
|
|
2018
Q4 | – | Sell |
-4,804
| Closed | -$212K | – | 234 |
|
|
2018
Q3 | $212K | Hold |
4,804
| – | – | 0.05% | 234 |
|
|
2018
Q2 | $195K | Buy |
+4,804
| New | +$193K | 0.05% | 228 |
|
|
2017
Q3 | – | Sell |
-9,896
| Closed | -$338K | – | 227 |
|
|
2017
Q2 | $338K | Buy |
+9,896
| New | +$335K | 0.09% | 170 |
|
Other funds holding IVW
WBH Advisory's IVW Position: Q2 2026 in Review
WBH Advisory reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.4% in Q2 2026, selling an estimated $104K and leaving 32,058 shares worth $4.41M. The position accounts for 0.3% of the portfolio, ranked #74.
WBH Advisory first reported a position in IVW in Q2 2017 and has held it in 29 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- WBH Advisory held 32,058 shares of iShares S&P 500 Growth ETF worth $4.41M as of Q2 2026.
- WBH Advisory sold 787 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $104K.
- iShares S&P 500 Growth ETF made up 0.3% of WBH Advisory's portfolio in Q2 2026, its #74 holding.
- WBH Advisory first reported a position in iShares S&P 500 Growth ETF in Q2 2017 and has held it in 29 quarters since.
- 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.