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YHB Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

YHB Investment Advisors’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 		$14.9M Buy
108,453
+97
+0.1% +$12.8K 0.96% 29
2026
Q1 		$12.3M Buy
108,356
+93
+0.1% +$11.2K 0.88% 32
2025
Q4 		$13.3M Buy
108,263
+113
+0.1% +$13.8K 0.92% 29
2025
Q3 		$13.1M Buy
108,150
+122
+0.1% +$14K 0.95% 27
2025
Q2 		$11.9M Buy
108,028
+118
+0.1% +$11.7K 0.92% 28
2025
Q1 		$10M Buy
107,910
+120
+0.1% +$12.1K 0.84% 28
2024
Q4 		$10.9M Buy
107,790
+137
+0.1% +$13.7K 0.9% 29
2024
Q3 		$10.3M Buy
107,653
+158
+0.1% +$14.6K 0.85% 29
2024
Q2 		$9.95M Buy
107,495
+85
+0.1% +$7.33K 0.86% 28
2024
Q1 		$9.07M Sell
107,410
-6,286
-6% -$505K 0.8% 32
2023
Q4 		$8.54M Sell
113,696
-13,379
-11% -$952K 0.83% 29
2023
Q3 		$8.69M Hold
127,075
– – 0.8% 33
2023
Q2 		$8.96M Buy
127,075
+270
+0.2% +$17.8K 0.84% 32
2023
Q1 		$8.1M Buy
126,805
+4,699
+4% +$287K 0.81% 30
2022
Q4 		$7.14M Buy
122,106
+4,358
+4% +$262K 0.76% 38
2022
Q3 		$6.81M Buy
117,748
+296
+0.3% +$19.2K 0.76% 34
2022
Q2 		$7.09M Buy
117,452
+389
+0.3% +$25.7K 0.75% 38
2022
Q1 		$8.94M Hold
117,063
– – 0.79% 34
2021
Q4 		$9.79M Buy
117,063
+130
+0.1% +$10.5K 0.78% 35
2021
Q3 		$8.64M Buy
116,933
+224
+0.2% +$17.1K 0.75% 35
2021
Q2 		$8.49M Buy
116,709
+137
+0.1% +$9.48K 0.72% 37
2021
Q1 		$8.15M Sell
116,572
-585
-0.5% -$37.8K 0.71% 40
2020
Q4 		$7.48M Buy
117,157
+529
+0.5% +$32.1K 0.71% 38
2020
Q3 		$6.74M Buy
+116,628
New +$6.6M 0.73% 38

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

YHB Investment Advisors's IVW Position: Q2 2026 in Review

YHB Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.09% in Q2 2026, buying an estimated $12.8K and bringing the position to 108,453 shares worth $14.9M. The position accounts for 0.96% of the portfolio, ranked #29.

YHB Investment Advisors first reported a position in IVW in Q3 2020 and has held it in 24 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • YHB Investment Advisors held 108,453 shares of iShares S&P 500 Growth ETF worth $14.9M as of Q2 2026.
  • YHB Investment Advisors bought 97 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $12.8K.
  • iShares S&P 500 Growth ETF made up 0.96% of YHB Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • YHB Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.