Wimmer Associates 1’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
Q3 | $898K | Buy |
6,310
+10
| +0.2% | +$1.39K | 0.39% | 59 |
|
|
2026
Q2 | $866K | Hold |
6,300
| – | – | 0.39% | 60 |
|
|
2026
Q1 | $713K | Hold |
6,300
| – | – | 0.35% | 63 |
|
|
2025
Q4 | $777K | Hold |
6,300
| – | – | 0.36% | 60 |
|
|
2025
Q3 | $761K | Hold |
6,300
| – | – | 0.37% | 59 |
|
|
2025
Q2 | $694K | Hold |
6,300
| – | – | 0.35% | 58 |
|
|
2025
Q1 | $645K | Sell |
6,300
-215
| -3% | -$21.7K | 0.34% | 59 |
|
|
2024
Q4 | $661K | Hold |
6,515
| – | – | 0.33% | 65 |
|
|
2024
Q3 | $624K | Hold |
6,515
| – | – | 0.31% | 70 |
|
|
2024
Q2 | $603K | Hold |
6,515
| – | – | 0.31% | 68 |
|
|
2024
Q1 | $550K | Hold |
6,515
| – | – | 0.29% | 77 |
|
|
2023
Q4 | $489K | Hold |
6,515
| – | – | 0.28% | 78 |
|
|
2023
Q3 | $446K | Buy |
6,515
+1,115
| +21% | +$78.9K | 0.28% | 78 |
|
|
2023
Q2 | $381K | Hold |
5,400
| – | – | 0.23% | 84 |
|
|
2023
Q1 | $351K | Hold |
5,400
| – | – | 0.22% | 86 |
|
|
2022
Q4 | $316K | Hold |
5,400
| – | – | 0.21% | 89 |
|
|
2022
Q3 | $326K | Hold |
5,400
| – | – | 0.22% | 88 |
|
|
2022
Q2 | $326K | Hold |
5,400
| – | – | 0.21% | 89 |
|
|
2022
Q1 | $412K | Hold |
5,400
| – | – | 0.23% | 86 |
|
|
2021
Q4 | $452K | Hold |
5,400
| – | – | 0.24% | 80 |
|
|
2021
Q3 | $399K | Hold |
5,400
| – | – | 0.24% | 84 |
|
|
2021
Q2 | $393K | Hold |
5,400
| – | – | 0.23% | 82 |
|
|
2021
Q1 | $352K | Hold |
5,400
| – | – | 0.19% | 85 |
|
|
2020
Q4 | $345K | Hold |
5,400
| – | – | 0.21% | 83 |
|
|
2020
Q3 | $312K | Hold |
5,400
| – | – | 0.21% | 86 |
|
|
2020
Q2 | $307K | Hold |
5,400
| – | – | 0.24% | 84 |
|
|
2020
Q1 | $223K | Buy |
5,400
+400
| +8% | +$18.9K | 0.21% | 92 |
|
|
2019
Q4 | $242K | Hold |
5,000
| – | – | 0.19% | 96 |
|
|
2019
Q3 | $225K | Hold |
5,000
| – | – | 0.2% | 94 |
|
|
2019
Q2 | $224K | Hold |
5,000
| – | – | 0.2% | 96 |
|
|
2019
Q1 | $215K | Buy |
+5,000
| New | +$205K | 0.19% | 100 |
|
|
2018
Q4 | – | Sell |
-5,000
| Closed | -$221K | – | 105 |
|
|
2018
Q3 | $221K | Hold |
5,000
| – | – | 0.18% | 101 |
|
|
2018
Q2 | $203K | Buy |
+5,000
| New | +$201K | 0.18% | 102 |
|
|
2017
Q4 | – | Sell |
-7,700
| Closed | -$276K | – | 107 |
|
|
2017
Q3 | $276K | Hold |
7,700
| – | – | 0.25% | 96 |
|
|
2017
Q2 | $263K | Buy |
7,700
+1,220
| +19% | +$41.3K | 0.24% | 99 |
|
|
2017
Q1 | $213K | Sell |
6,480
-2,640
| -29% | -$84.7K | 0.2% | 104 |
|
|
2016
Q4 | $278K | Hold |
9,120
| – | – | 0.26% | 96 |
|
|
2016
Q3 | $277K | Hold |
9,120
| – | – | 0.25% | 93 |
|
|
2016
Q2 | $266K | Buy |
+9,120
| New | +$265K | 0.24% | 94 |
|
Other funds holding IVW
Wimmer Associates 1's IVW Position: Q3 2026 in Review
Wimmer Associates 1 increased its iShares S&P 500 Growth ETF (IVW) stake by 0.16% in Q3 2026, buying an estimated $1.39K and bringing the position to 6,310 shares worth $898K. The position accounts for 0.39% of the portfolio, ranked #59.
Wimmer Associates 1 first reported a position in IVW in Q2 2016 and has held it in 39 quarters since. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.
- Wimmer Associates 1 held 6,310 shares of iShares S&P 500 Growth ETF worth $898K as of Q3 2026.
- Wimmer Associates 1 bought 10 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $1.39K.
- iShares S&P 500 Growth ETF made up 0.39% of Wimmer Associates 1's portfolio in Q3 2026, its #59 holding.
- Wimmer Associates 1 first reported a position in iShares S&P 500 Growth ETF in Q2 2016 and has held it in 39 quarters since.
- 1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.
Based on Wimmer Associates 1's 13F filing for Q3 2026, filed 13 Nov 2026.