Y-Intercept (HK)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Y-Intercept (HK)’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	$227K	Buy	+1,648	New	+$218K	﹤0.01%	1535
2025 Q2	–	Sell	-5,569	Closed	-$517K	–	1818
2025 Q1	$517K	Buy	+5,569	New	+$561K	0.04%	687
2024 Q1	–	Sell	-15,999	Closed	-$1.2M	–	1565
2023 Q4	$1.2M	Buy	+15,999	New	+$1.14M	0.11%	257
2023 Q3	–	Sell	-8,848	Closed	-$624K	–	1317
2023 Q2	$624K	Buy	8,848 +1,402	+19%	+$92.7K	0.07%	479
2023 Q1	$476K	Buy	+7,446	New	+$455K	0.06%	552
2022 Q3	–	Sell	-12,499	Closed	-$754K	–	1113
2022 Q2	$754K	Buy	+12,499	New	+$827K	0.1%	299
2021 Q4	–	Sell	-13,841	Closed	-$1.02M	–	724
2021 Q3	$1.02M	Buy	+13,841	New	+$1.06M	0.19%	177

Other funds holding IVW

PAS

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

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Y-Intercept (HK)'s IVW Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,648 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #1535 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in IVW as recently as Q1 2025.

Y-Intercept (HK) first reported a position in IVW in Q3 2021 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2023. 620 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Y-Intercept (HK) held 1,648 shares of iShares S&P 500 Growth ETF worth $227K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Y-Intercept (HK) position in Q2 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1535 holding.
Y-Intercept (HK) first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 7 quarters since.
Y-Intercept (HK)'s iShares S&P 500 Growth ETF position peaked at $1.2M in Q4 2023.
620 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.