1900 Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

1900 Wealth Management’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	$297K	Sell	2,157 -11	-0.5%	-$1.45K	0.02%	252
2026 Q1	$245K	Hold	2,168	–	–	0.02%	235
2025 Q4	$267K	Hold	2,168	–	–	0.02%	218
2025 Q3	$262K	Sell	2,168 -332	-13%	-$38.2K	0.02%	208
2025 Q2	$275K	Hold	2,500	–	–	0.02%	191
2025 Q1	$232K	Sell	2,500 -540	-18%	-$54.4K	0.02%	204
2024 Q4	$309K	Buy	3,040 +143	+5%	+$14.3K	0.03%	189
2024 Q3	$277K	Hold	2,897	–	–	0.02%	195
2024 Q2	$268K	Sell	2,897 -29	-1%	-$2.5K	0.03%	199
2024 Q1	$247K	Sell	2,926 -116	-4%	-$9.32K	0.02%	216
2023 Q4	$228K	Sell	3,042 -31,475	-91%	-$2.24M	0.02%	274
2023 Q3	$2.36M	Sell	34,517 -13,754	-28%	-$973K	0.24%	84
2023 Q2	$3.4M	Buy	48,271 +5,534	+13%	+$366K	0.35%	59
2023 Q1	$2.73M	Buy	42,737 +13,412	+46%	+$820K	0.29%	65
2022 Q4	$1.72M	Sell	29,325 -7,699	-21%	-$462K	0.19%	89
2022 Q3	$2.14M	Buy	37,024 +6,440	+21%	+$418K	0.25%	77
2022 Q2	$1.85M	Buy	30,584 +1,170	+4%	+$77.4K	0.2%	86
2022 Q1	$2.25M	Buy	29,414 +16,536	+128%	+$1.24M	0.21%	83
2021 Q4	$1.08M	Buy	12,878 +3,136	+32%	+$253K	0.1%	126
2021 Q3	$720K	Buy	+9,742	New	+$743K	0.07%	143

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

1900 Wealth Management's IVW Position: Q2 2026 in Review

1900 Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.51% in Q2 2026, selling an estimated $1.45K and leaving 2,157 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #252.

1900 Wealth Management first reported a position in IVW in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.4M in Q2 2023. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

1900 Wealth Management held 2,157 shares of iShares S&P 500 Growth ETF worth $297K as of Q2 2026.
1900 Wealth Management sold 11 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.45K.
iShares S&P 500 Growth ETF made up 0.02% of 1900 Wealth Management's portfolio in Q2 2026, its #252 holding.
1900 Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 20 quarters since.
1900 Wealth Management's iShares S&P 500 Growth ETF position peaked at $3.4M in Q2 2023.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.