A4 Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

A4 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	$10.4M	Buy	75,578 +13,055	+21%	+$1.72M	6.89%	3
2026 Q1	$7.07M	Buy	62,523 +15,732	+34%	+$1.89M	5.78%	5
2025 Q4	$5.77M	Buy	46,791 +19,484	+71%	+$2.38M	4.99%	3
2025 Q3	$3.3M	Buy	+27,307	New	+$3.14M	2.78%	5

Other funds holding IVW

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

A4 Wealth Advisors's IVW Position: Q2 2026 in Review

A4 Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 21% in Q2 2026, buying an estimated $1.72M and bringing the position to 75,578 shares worth $10.4M. The position accounts for 6.89% of the portfolio, ranked #3.

A4 Wealth Advisors first reported a position in IVW in Q3 2025 and has held it in 4 quarters since. 1,408 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

A4 Wealth Advisors held 75,578 shares of iShares S&P 500 Growth ETF worth $10.4M as of Q2 2026.
A4 Wealth Advisors bought 13,055 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.72M.
iShares S&P 500 Growth ETF made up 6.89% of A4 Wealth Advisors's portfolio in Q2 2026, its #3 holding.
A4 Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
1,408 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.