180 Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

180 Wealth 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	$449K	Sell	3,267 -113	-3%	-$14.9K	0.05%	300
2026 Q1	$382K	Buy	3,380 +481	+17%	+$57.9K	0.04%	315
2025 Q4	$357K	Sell	2,899 -2	-0.1%	-$245	0.04%	320
2025 Q3	$350K	Sell	2,901 -3	-0.1%	-$345	0.04%	333
2025 Q2	$320K	Sell	2,904 -641	-18%	-$63.4K	0.04%	324
2025 Q1	$329K	Sell	3,545 -72	-2%	-$7.26K	0.05%	301
2024 Q4	$367K	Sell	3,617 -171	-5%	-$17.1K	0.06%	281
2024 Q3	$363K	Buy	3,788 +45	+1%	+$4.16K	0.06%	297
2024 Q2	$356K	Buy	3,743 +756	+25%	+$65.2K	0.06%	284
2024 Q1	$252K	Buy	+2,987	New	+$240K	0.05%	331

Other funds holding IVW

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

180 Wealth Advisors's IVW Position: Q2 2026 in Review

180 Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.3% in Q2 2026, selling an estimated $14.9K and leaving 3,267 shares worth $449K. The position accounts for 0.05% of the portfolio, ranked #300.

180 Wealth Advisors first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

180 Wealth Advisors held 3,267 shares of iShares S&P 500 Growth ETF worth $449K as of Q2 2026.
180 Wealth Advisors sold 113 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $14.9K.
iShares S&P 500 Growth ETF made up 0.05% of 180 Wealth Advisors's portfolio in Q2 2026, its #300 holding.
180 Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.