Zhang Financial’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
Q2 | $2.1M | Sell |
15,241
-43
| -0.3% | -$5.68K | 0.06% | 136 |
|
|
2026
Q1 | $1.73M | Buy |
15,284
+148
| +1% | +$17.8K | 0.06% | 144 |
|
|
2025
Q4 | $1.87M | Sell |
15,136
-599
| -4% | -$73.3K | 0.07% | 133 |
|
|
2025
Q3 | $1.9M | Buy |
15,735
+3,830
| +32% | +$441K | 0.08% | 128 |
|
|
2025
Q2 | $1.31M | Sell |
11,905
-598
| -5% | -$59.2K | 0.06% | 148 |
|
|
2025
Q1 | $1.16M | Buy |
12,503
+4,785
| +62% | +$482K | 0.06% | 146 |
|
|
2024
Q4 | $784K | Buy |
7,718
+3,680
| +91% | +$367K | 0.04% | 173 |
|
|
2024
Q3 | $387K | Hold |
4,038
| – | – | 0.02% | 214 |
|
|
2024
Q2 | $374K | Hold |
4,038
| – | – | 0.03% | 208 |
|
|
2024
Q1 | $341K | Sell |
4,038
-20
| -0.5% | -$1.61K | 0.03% | 214 |
|
|
2023
Q4 | $305K | Hold |
4,058
| – | – | 0.03% | 215 |
|
|
2023
Q3 | $278K | Hold |
4,058
| – | – | 0.03% | 204 |
|
|
2023
Q2 | $286K | Hold |
4,058
| – | – | 0.03% | 201 |
|
|
2023
Q1 | $259K | Sell |
4,058
-164
| -4% | -$10K | 0.03% | 203 |
|
|
2022
Q4 | $247K | Hold |
4,222
| – | – | 0.03% | 201 |
|
|
2022
Q3 | $244K | Hold |
4,222
| – | – | 0.04% | 188 |
|
|
2022
Q2 | $255K | Buy |
4,222
+20
| +0.5% | +$1.32K | 0.04% | 189 |
|
|
2022
Q1 | $321K | Hold |
4,202
| – | – | 0.05% | 176 |
|
|
2021
Q4 | $352K | Hold |
4,202
| – | – | 0.06% | 152 |
|
|
2021
Q3 | $311K | Hold |
4,202
| – | – | 0.07% | 125 |
|
|
2021
Q2 | $306K | Buy |
4,202
+258
| +7% | +$17.9K | 0.08% | 103 |
|
|
2021
Q1 | $257K | Hold |
3,944
| – | – | 0.07% | 110 |
|
|
2020
Q4 | $252K | Hold |
3,944
| – | – | 0.08% | 96 |
|
|
2020
Q3 | $228K | Buy |
+3,944
| New | +$223K | 0.08% | 89 |
|
|
2020
Q2 | – | Sell |
-4,920
| Closed | -$203K | – | 93 |
|
|
2020
Q1 | $203K | Hold |
4,920
| – | – | 0.09% | 86 |
|
|
2019
Q4 | $238K | Sell |
4,920
-600
| -11% | -$27.8K | 0.09% | 86 |
|
|
2019
Q3 | $248K | Sell |
5,520
-328
| -6% | -$14.8K | 0.1% | 76 |
|
|
2019
Q2 | $262K | Sell |
5,848
-1,600
| -21% | -$70.4K | 0.11% | 74 |
|
|
2019
Q1 | $321K | Sell |
7,448
-132
| -2% | -$5.41K | 0.14% | 64 |
|
|
2018
Q4 | $286K | Buy |
7,580
+1,600
| +27% | +$64.8K | 0.14% | 66 |
|
|
2018
Q3 | $266K | Hold |
5,980
| – | – | 0.13% | 66 |
|
|
2018
Q2 | $245K | Buy |
+5,980
| New | +$240K | 0.12% | 69 |
|
|
2017
Q4 | – | Sell |
-6,492
| Closed | -$236K | – | 86 |
|
|
2017
Q3 | $236K | Hold |
6,492
| – | – | 0.12% | 71 |
|
|
2017
Q2 | $223K | Buy |
+6,492
| New | +$220K | 0.12% | 70 |
|
Other funds holding IVW
Zhang Financial's IVW Position: Q2 2026 in Review
Zhang Financial reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.28% in Q2 2026, selling an estimated $5.68K and leaving 15,241 shares worth $2.1M. The position accounts for 0.06% of the portfolio, ranked #136.
Zhang Financial first reported a position in IVW in Q2 2017 and has held it in 34 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Zhang Financial held 15,241 shares of iShares S&P 500 Growth ETF worth $2.1M as of Q2 2026.
- Zhang Financial sold 43 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $5.68K.
- iShares S&P 500 Growth ETF made up 0.06% of Zhang Financial's portfolio in Q2 2026, its #136 holding.
- Zhang Financial first reported a position in iShares S&P 500 Growth ETF in Q2 2017 and has held it in 34 quarters since.
- 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.