IVW · Insider trading · 13F holders · Congress trades
iShares S&P 500 Growth ETF (IVW)
Who is buying and selling IVW: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 817
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 4
IVW at a glance
- No open-market insider purchases or sales of IVW were filed in the last 90 days.
- 817 13F filers hold IVW among their 50 largest positions, worth $28.9B combined. The biggest bets by portfolio weight are Stegner Investment Associates Inc. (41.2%), Foundation Wealth Management, LLC (26.7%) and ADG Wealth Management Group, LLC (21.4%). In their latest 13Fs, 2 managers opened a new position and 126 added to one.
- Members of Congress have disclosed 10 IVW trades since 2019, 1 purchase and 3 sales in the past year; the latest was John Boozman (R-AR), selling $1K–15K on Mar 19, 2025.
- IVW last closed at $135.38 on Oct 30, 2026.
IVW insider trading
No open-market insider purchases or sales of IVW were filed in the last 90 days.
Who owns IVW? Hedge funds and superinvestors
817 13F filers hold IVW among their 50 largest positions, worth $28.9B combined. The biggest bets by portfolio weight are Stegner Investment Associates Inc. (41.2%), Foundation Wealth Management, LLC (26.7%) and ADG Wealth Management Group, LLC (21.4%). In their latest 13Fs, 2 managers opened a new position and 126 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Envestnet Asset Management IncWealth manager | 1.6% | $6.8B | 49,275,443 | -0.1% shares | Q2 2026 |
| LPL Financial LLCWealth manager | 0.7% | $3.0B | 21,564,794 | +3.2% shares | Q2 2026 |
| Stifel Financial CorpBroker-dealer | 0.9% | $1.1B | 8,171,635 | +12.1% shares | Q2 2026 |
| Cetera Investment AdvisersWealth manager | 0.6% | $658.7M | 4,789,797 | +0.7% shares | Q2 2026 |
| Park Avenue Securities LLCWealth manager | 3.4% | $550.9M | 3,872,744 | +0.1% shares | Q3 2026 |
| Mml Investors Services, LLCWealth manager | 1.1% | $547.8M | 3,983,147 | +19.4% shares | Q2 2026 |
| Cwm, LLCWealth manager | 1.4% | $540.4M | 4,777,915 | +0.1% shares | Q1 2026 |
| M&T Bank CorpBank & trust | 1.6% | $530.3M | 3,855,837 | -2.5% shares | Q2 2026 |
| Lido Advisors, LLCWealth manager | 1.8% | $500.2M | 3,637,150 | -6.1% shares | Q2 2026 |
| Envestnet Portfolio Solutions, Inc.Wealth manager | 2.3% | $491.0M | 3,569,833 | -2.3% shares | Q2 2026 |
| Mariner, LLCWealth manager | 0.5% | $449.7M | 3,269,520 | -8.3% shares | Q2 2026 |
| Commonwealth Equity Services, LLCWealth manager | 0.5% | $424.3M | 3,084,786 | +1.6% shares | Q2 2026 |
| Regions Financial CorpBank & trust | 2.1% | $359.9M | 2,617,108 | -2.9% shares | Q2 2026 |
| Sofi Wealth, LLCWealth manager | 13.0% | $336.1M | 2,362,672 | +0.6% shares | Q3 2026 |
| Janney Montgomery Scott LLCWealth manager | 0.6% | $332.0M | 2,413,813 | -0.1% shares | Q2 2026 |
| Foundations Investment Advisors, LLCWealth manager | 3.4% | $331.5M | 2,410,689 | +5.9% shares | Q2 2026 |
| HB Wealth Management, LLCWealth manager | 1.5% | $300.6M | 2,112,741 | -4.0% shares | Q3 2026 |
| Osaic Holdings, Inc.Investment manager | 0.3% | $277.0M | 2,013,076 | +2.4% shares | Q2 2026 |
| NewEdge Advisors, LLCWealth manager | 0.8% | $253.3M | 1,841,602 | +1.1% shares | Q2 2026 |
| JB Capital LLCWealth manager | 6.3% | $185.9M | 1,306,993 | +0.9% shares | Q3 2026 |
| Rehmann Capital Advisory GroupWealth manager | 8.2% | $179.3M | 1,303,025 | +11.9% shares | Q2 2026 |
| Moneta Group Investment Advisors LLCWealth manager | 1.3% | $177.3M | 1,288,834 | +0.2% shares | Q2 2026 |
| Sanctuary Advisors, LLCWealth manager | 0.8% | $168.3M | 1,223,682 | -13.0% shares | Q2 2026 |
| Calamos Wealth Management LLCWealth manager | 4.8% | $157.8M | 1,147,615 | +1.9% shares | Q2 2026 |
| United Capital Financial Advisors, LLCWealth manager | 0.9% | $154.7M | 1,124,043 | +1.7% shares | Q2 2026 |
| MAI Capital ManagementWealth manager | 0.6% | $154.7M | 1,124,765 | +1.5% shares | Q2 2026 |
| Cambridge Investment Research Advisors, Inc.Wealth manager | 0.4% | $154.1M | 1,120,658 | -1.7% shares | Q2 2026 |
| LVZ, Inc.Wealth manager | 14.9% | $145.7M | 1,023,969 | -1.2% shares | Q3 2026 |
| Courier Capital LLCWealth manager | 6.2% | $125.8M | 884,176 | -3.7% shares | Q3 2026 |
| Vise Technologies, Inc.Investment manager | 1.0% | $119.9M | 843,079 | +41.5% shares | Q3 2026 |
The 30 largest of 817 positions, by value. Each manager counts with its latest 13F (Q3 2026: 425, Q2 2026: 377, Q1 2026: 15). Screen IVW in the grand portfolio →
IVW stock trades by members of Congress
Members of Congress have disclosed 10 IVW trades since 2019, 1 purchase and 3 sales in the past year; the latest was John Boozman (R-AR), selling $1K–15K on Mar 19, 2025.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| May 11, 2026 | John BoozmanR-AR · Senate | Sale | $1K–15K | Mar 19, 2025 | +42.8% |
| Feb 15, 2026 | John BoozmanR-AR · Senate | Sale | $1K–15K | Jan 29, 2026 | +8.3% |
| Jan 13, 2026 | John BoozmanR-AR · Senate | Buy | $1K–15K | Dec 31, 2025 | +9.8% |
| May 14, 2025 | John BoozmanR-AR · Senate | Sale | $1K–15K | Apr 8, 2025 | +63.2% |
| Mar 6, 2025 | John BoozmanR-AR · Senate | Sale | $1K–15K | Feb 26, 2025 | +32.7% |
| Mar 6, 2025 | John BoozmanR-AR · Senate | Sale | $1K–15K | Feb 14, 2025 | +27.0% |
| Feb 8, 2025 | John BoozmanR-AR · Senate | Sale | $1K–15K | Jan 28, 2025 | +29.6% |
| Jun 5, 2024 | John BoozmanR-AR · Senate | Sale | $1K–15K | May 31, 2024 | +56.3% |
| Oct 11, 2022 | Scott FranklinR-FL · House | Buy | $1K–15K | Sep 13, 2022 | +112.8% |
| Mar 12, 2019 | Brian J. MastR-FL · House | Sale | $15K–50K | Feb 28, 2019 | +222.1% |
3 members have traded IVW: John Boozman, Scott Franklin, Brian J. Mast.
IVW questions and answers
Are insiders buying IVW stock?
No open-market insider purchases or sales of IVW were filed in the last 90 days.
Which hedge funds own IVW?
817 13F filers hold IVW among their 50 largest positions, worth $28.9B combined. The biggest bets by portfolio weight are Stegner Investment Associates Inc. (41.2%), Foundation Wealth Management, LLC (26.7%) and ADG Wealth Management Group, LLC (21.4%). In their latest 13Fs, 2 managers opened a new position and 126 added to one.
Has Congress traded IVW?
Members of Congress have disclosed 10 IVW trades since 2019, 1 purchase and 3 sales in the past year; the latest was John Boozman (R-AR), selling $1K–15K on Mar 19, 2025.
Who is the largest holder of IVW?
Among 13F filers, Envestnet Asset Management Inc reports the largest IVW position, $6.8B (49,275,443 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Stegner Investment Associates Inc.'s: 41.2% of its portfolio.
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