Abacus Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Abacus Wealth Partners’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	$224K	Sell	1,628 -341	-17%	-$45K	0.02%	297
2026 Q1	$223K	Buy	1,969 +341	+21%	+$41K	0.02%	446
2025 Q4	$201K	Buy	+1,628	New	+$199K	0.02%	477
2025 Q3	–	Sell	-1,880	Closed	-$207K	–	111
2025 Q2	$207K	Buy	+1,880	New	+$186K	0.03%	102
2025 Q1	–	Sell	-2,044	Closed	-$208K	–	96
2024 Q4	$208K	Buy	+2,044	New	+$204K	0.03%	85
2022 Q1	–	Sell	-2,424	Closed	-$203K	–	106
2021 Q4	$203K	Buy	+2,424	New	+$195K	0.07%	118

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

Abacus Wealth Partners's IVW Position: Q2 2026 in Review

Abacus Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 17% in Q2 2026, selling an estimated $45K and leaving 1,628 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #297.

Abacus Wealth Partners first reported a position in IVW in Q4 2021 and has held it in 6 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Abacus Wealth Partners held 1,628 shares of iShares S&P 500 Growth ETF worth $224K as of Q2 2026.
Abacus Wealth Partners sold 341 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $45K.
iShares S&P 500 Growth ETF made up 0.02% of Abacus Wealth Partners's portfolio in Q2 2026, its #297 holding.
Abacus Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 6 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.