Wilmington Savings Fund Society’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wilmington Savings Fund Society’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	$36.6M	Buy	266,035 +2,223	+0.8%	+$294K	0.82%	30
2026 Q1	$29.8M	Buy	263,812 +162	+0.1%	+$19.5K	0.71%	32
2025 Q4	$32.5M	Buy	263,650 +3,433	+1%	+$420K	0.76%	29
2025 Q3	$31.4M	Sell	260,217 -10,574	-4%	-$1.22M	0.76%	30
2025 Q2	$29.8M	Sell	270,791 -10,322	-4%	-$1.02M	0.53%	41
2025 Q1	$26.1M	Sell	281,113 -2,317	-0.8%	-$234K	0.49%	47
2024 Q4	$28.8M	Sell	283,430 -4,344	-2%	-$433K	0.52%	43
2024 Q3	$27.6M	Buy	287,774 +204,283	+245%	+$18.9M	0.49%	43
2024 Q2	$7.73M	Sell	83,491 -151	-0.2%	-$13K	0.3%	83
2024 Q1	$7.06M	Buy	+83,642	New	+$6.72M	0.27%	92
2023 Q3	$3.59M	Buy	52,501 +4,083	+8%	+$289K	0.16%	124
2023 Q2	$3.41M	Sell	48,418 -4,622	-9%	-$306K	0.14%	132
2023 Q1	$3.39M	Buy	53,040 +2,570	+5%	+$157K	0.15%	129
2022 Q4	$2.95M	Buy	50,470 +3,018	+6%	+$181K	0.13%	141
2022 Q3	$2.75M	Sell	47,452 -332	-0.7%	-$21.6K	0.13%	140
2022 Q2	$2.88M	Buy	47,784 +7,753	+19%	+$513K	0.13%	142
2022 Q1	$3.06M	Buy	40,031 +1,391	+4%	+$104K	0.12%	148
2021 Q4	$3.23M	Buy	38,640 +657	+2%	+$52.9K	0.12%	146
2021 Q3	$2.81M	Buy	37,983 +12,143	+47%	+$926K	0.11%	158
2021 Q2	$1.88M	Buy	25,840 +1,227	+5%	+$84.9K	0.07%	183
2021 Q1	$1.6M	Buy	24,613 +979	+4%	+$63.3K	0.06%	184
2020 Q4	$1.51M	Buy	23,634 +1,550	+7%	+$94K	0.06%	189
2020 Q3	$1.28M	Sell	22,084 -592	-3%	-$33.5K	0.06%	199
2020 Q2	$1.18M	Buy	22,676 +15,164	+202%	+$727K	0.06%	197
2020 Q1	$310K	Sell	7,512 -2,996	-29%	-$142K	0.02%	290
2019 Q4	$509K	Sell	10,508 -668	-6%	-$31K	0.03%	250
2019 Q3	$503K	Hold	11,176	–	–	0.03%	249
2019 Q2	$501K	Hold	11,176	–	–	0.03%	253
2019 Q1	$482K	Sell	11,176 -320	-3%	-$13.1K	0.03%	256
2018 Q4	$433K	Buy	11,496 +1,980	+21%	+$80.1K	0.03%	254
2018 Q3	$421K	Buy	9,516 +608	+7%	+$26.1K	0.02%	273
2018 Q2	$362K	Sell	8,908 -4,124	-32%	-$166K	0.02%	283
2018 Q1	$505K	Sell	13,032 -2,340	-15%	-$93.3K	0.03%	250
2017 Q4	$587K	Buy	15,372 +3,384	+28%	+$126K	0.03%	238
2017 Q3	$430K	Hold	11,988	–	–	0.02%	256
2017 Q2	$410K	Hold	11,988	–	–	0.02%	256
2017 Q1	$394K	Hold	11,988	–	–	0.02%	251
2016 Q4	$365K	Hold	11,988	–	–	0.02%	254
2016 Q3	$365K	Hold	11,988	–	–	0.02%	256
2016 Q2	$349K	Hold	11,988	–	–	0.02%	261
2016 Q1	$347K	Hold	11,988	–	–	0.02%	264
2015 Q4	$347K	Buy	+11,988	New	+$349K	0.02%	273

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

Wilmington Savings Fund Society's IVW Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its iShares S&P 500 Growth ETF (IVW) stake by 0.84% in Q2 2026, buying an estimated $294K and bringing the position to 266,035 shares worth $36.6M. The position accounts for 0.82% of the portfolio, ranked #30.

Wilmington Savings Fund Society first reported a position in IVW in Q4 2015 and has held it in 42 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Wilmington Savings Fund Society held 266,035 shares of iShares S&P 500 Growth ETF worth $36.6M as of Q2 2026.
Wilmington Savings Fund Society bought 2,223 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $294K.
iShares S&P 500 Growth ETF made up 0.82% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #30 holding.
Wilmington Savings Fund Society first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 42 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.