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

Aaron 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	$1.24M	Buy	9,030 +27	+0.3%	+$3.56K	0.06%	200
2026 Q1	$1.02M	Hold	9,003	–	–	0.06%	218
2025 Q4	$1.11M	Hold	9,003	–	–	0.06%	228
2025 Q3	$1.09M	Hold	9,003	–	–	0.06%	216
2025 Q2	$991K	Sell	9,003 -183	-2%	-$18.1K	0.1%	132
2025 Q1	$853K	Sell	9,186 -67	-0.7%	-$6.75K	0.1%	140
2024 Q4	$939K	Hold	9,253	–	–	0.11%	125
2024 Q3	$886K	Hold	9,253	–	–	0.11%	126
2024 Q2	$856K	Hold	9,253	–	–	0.12%	113
2024 Q1	$781K	Hold	9,253	–	–	0.11%	115
2023 Q4	$695K	Sell	9,253 -1,740	-16%	-$124K	0.12%	108
2023 Q3	$752K	Hold	10,993	–	–	0.1%	113
2023 Q2	$775K	Hold	10,993	–	–	0.1%	114
2023 Q1	$702K	Hold	10,993	–	–	0.1%	122
2022 Q4	$643K	Buy	10,993 +5,806	+112%	+$349K	0.09%	128
2022 Q3	$300K	Sell	5,187 -191	-4%	-$12.4K	0.06%	169
2022 Q2	$324K	Buy	5,378 +1,735	+48%	+$115K	0.08%	141
2022 Q1	$278K	Hold	3,643	–	–	0.06%	160
2021 Q4	$304K	Hold	3,643	–	–	0.09%	143
2021 Q3	$269K	Buy	+3,643	New	+$278K	0.08%	135

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

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

Aaron Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.3% in Q2 2026, buying an estimated $3.56K and bringing the position to 9,030 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #200.

Aaron Wealth Advisors first reported a position in IVW in Q3 2021 and has held it in 20 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Aaron Wealth Advisors held 9,030 shares of iShares S&P 500 Growth ETF worth $1.24M as of Q2 2026.
Aaron Wealth Advisors bought 27 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $3.56K.
iShares S&P 500 Growth ETF made up 0.06% of Aaron Wealth Advisors's portfolio in Q2 2026, its #200 holding.
Aaron Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 20 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.