Woodmont Investment Counsel’s iShares S&P 500 Growth ETF IVW Stock Holding History

Woodmont Investment Counsel’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	$882K	Hold	6,413	–	–	0.05%	147
2026 Q1	$725K	Hold	6,413	–	–	0.04%	159
2025 Q4	$790K	Sell	6,413 -123	-2%	-$15.1K	0.05%	152
2025 Q3	$789K	Hold	6,536	–	–	0.05%	151
2025 Q2	$720K	Buy	6,536 +1,287	+25%	+$127K	0.05%	173
2025 Q1	$487K	Sell	5,249 -150	-3%	-$15.1K	0.04%	194
2024 Q4	$548K	Hold	5,399	–	–	0.04%	177
2024 Q3	$517K	Hold	5,399	–	–	0.04%	178
2024 Q2	$500K	Hold	5,399	–	–	0.04%	175
2024 Q1	$456K	Sell	5,399 -200	-4%	-$16.1K	0.04%	181
2023 Q4	$420K	Buy	5,599 +406	+8%	+$28.9K	0.04%	180
2023 Q3	$355K	Sell	5,193 -65	-1%	-$4.6K	0.04%	181
2023 Q2	$371K	Buy	5,258 +45	+0.9%	+$2.98K	0.04%	181
2023 Q1	$333K	Buy	5,213 +270	+5%	+$16.5K	0.04%	191
2022 Q4	$289K	Hold	4,943	–	–	0.03%	209
2022 Q3	$286K	Buy	4,943 +450	+10%	+$29.2K	0.04%	206
2022 Q2	$271K	Hold	4,493	–	–	0.03%	205
2022 Q1	$343K	Hold	4,493	–	–	0.04%	205
2021 Q4	$376K	Hold	4,493	–	–	0.05%	170
2021 Q3	$332K	Hold	4,493	–	–	0.05%	168
2021 Q2	$327K	Buy	4,493 +108	+2%	+$7.47K	0.05%	157
2021 Q1	$286K	Buy	4,385 +365	+9%	+$23.6K	0.05%	160
2020 Q4	$257K	Buy	+4,020	New	+$244K	0.05%	153
2016 Q4	–	Sell	-4,000	Closed	-$122K	–	404
2016 Q3	$122K	Sell	4,000 -8,400	-68%	-$255K	0.04%	196
2016 Q2	$361K	Buy	+12,400	New	+$360K	0.11%	152

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Woodmont Investment Counsel's IVW Position: Q2 2026 in Review

Woodmont Investment Counsel held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 6,413 shares worth $882K. The position accounts for 0.05% of the portfolio, ranked #147.

Woodmont Investment Counsel first reported a position in IVW in Q2 2016 and has held it in 25 quarters since. 1,338 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Woodmont Investment Counsel held 6,413 shares of iShares S&P 500 Growth ETF worth $882K as of Q2 2026.
Woodmont Investment Counsel left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.05% of Woodmont Investment Counsel's portfolio in Q2 2026, its #147 holding.
Woodmont Investment Counsel first reported a position in iShares S&P 500 Growth ETF in Q2 2016 and has held it in 25 quarters since.
1,338 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.