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

Able 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	$1.9M	Buy	13,842 +53	+0.4%	+$7K	0.44%	48
2026 Q1	$1.56M	Sell	13,789 -50	-0.4%	-$6.01K	0.42%	45
2025 Q4	$1.71M	Buy	13,839 +58	+0.4%	+$7.1K	0.54%	39
2025 Q3	$1.66M	Sell	13,781 -336	-2%	-$38.6K	0.63%	37
2025 Q2	$1.55M	Buy	14,117 +2,073	+17%	+$205K	0.78%	34
2025 Q1	$1.12M	Sell	12,044 -264	-2%	-$26.6K	0.66%	37
2024 Q4	$1.25M	Sell	12,308 -1,040	-8%	-$104K	0.82%	30
2024 Q3	$1.28M	Sell	13,348 -40	-0.3%	-$3.69K	0.97%	22
2024 Q2	$1.24M	Sell	13,388 -561	-4%	-$48.4K	1.02%	24
2024 Q1	$1.18M	Sell	13,949 -410	-3%	-$32.9K	1.03%	22
2023 Q4	$1.08M	Buy	+14,359	New	+$1.02M	0.98%	23

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

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

Able Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.38% in Q2 2026, buying an estimated $7K and bringing the position to 13,842 shares worth $1.9M. The position accounts for 0.44% of the portfolio, ranked #48.

Able 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.

Able Wealth Management held 13,842 shares of iShares S&P 500 Growth ETF worth $1.9M as of Q2 2026.
Able Wealth Management bought 53 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $7K.
iShares S&P 500 Growth ETF made up 0.44% of Able Wealth Management's portfolio in Q2 2026, its #48 holding.
Able 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 Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.