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

49 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	$6.16M	Buy	44,787 +39,949	+826%	+$5.28M	1.17%	22
2026 Q1	$547K	Sell	4,838 -148	-3%	-$17.8K	0.04%	108
2025 Q4	$615K	Buy	4,986 +107	+2%	+$13.1K	0.05%	93
2025 Q3	$589K	Sell	4,879 -1,673	-26%	-$192K	0.06%	86
2025 Q2	$721K	Sell	6,552 -382	-6%	-$37.8K	0.08%	71
2025 Q1	$644K	Sell	6,934 -322	-4%	-$32.5K	0.08%	80
2024 Q4	$737K	Sell	7,256 -3,624	-33%	-$362K	0.11%	67
2024 Q3	$1.04M	Buy	10,880 +2,701	+33%	+$249K	0.17%	54
2024 Q2	$763K	Buy	8,179 +2,165	+36%	+$187K	0.15%	63
2024 Q1	$509K	Buy	6,014 +172	+3%	+$13.8K	0.11%	55
2023 Q4	$439K	Buy	+5,842	New	+$416K	0.11%	57

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

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

49 Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 826% in Q2 2026, buying an estimated $5.28M and bringing the position to 44,787 shares worth $6.16M. The position accounts for 1.17% of the portfolio, ranked #22.

49 Wealth Management first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

49 Wealth Management held 44,787 shares of iShares S&P 500 Growth ETF worth $6.16M as of Q2 2026.
49 Wealth Management bought 39,949 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $5.28M.
iShares S&P 500 Growth ETF made up 1.17% of 49 Wealth Management's portfolio in Q2 2026, its #22 holding.
49 Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.