AA Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

AA Financial 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	$526K	Buy	3,822 +110	+3%	+$14.5K	0.06%	143
2026 Q1	$420K	Buy	3,712 +742	+25%	+$89.2K	0.06%	154
2025 Q4	$366K	Buy	+2,970	New	+$363K	0.07%	151

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

AA Financial Advisors's IVW Position: Q2 2026 in Review

AA Financial Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 3% in Q2 2026, buying an estimated $14.5K and bringing the position to 3,822 shares worth $526K. The position accounts for 0.06% of the portfolio, ranked #143.

AA Financial Advisors first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

AA Financial Advisors held 3,822 shares of iShares S&P 500 Growth ETF worth $526K as of Q2 2026.
AA Financial Advisors bought 110 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $14.5K.
iShares S&P 500 Growth ETF made up 0.06% of AA Financial Advisors's portfolio in Q2 2026, its #143 holding.
AA Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.