AWM
IVW icon

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

Abound 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 		$249K Buy
1,808
+1
+0.1% +$132 0.05% 86
2026
Q1 		$204K Buy
1,807
+1
+0.1% +$120 0.05% 91
2025
Q4 		$223K Buy
1,806
+458
+34% +$56.1K 0.05% 80
2025
Q3 		$163K Sell
1,348
-132
-9% -$15.2K 0.04% 95
2025
Q2 		$163K Sell
1,480
-905
-38% -$89.6K 0.05% 91
2025
Q1 		$221K Buy
2,385
+1,495
+168% +$151K 0.07% 64
2024
Q4 		$90.3K Buy
890
+8
+0.9% +$798 0.03% 116
2024
Q3 		$84.4K Buy
882
+1
+0.1% +$92 0.03% 119
2024
Q2 		$81.5K Buy
881
+1
+0.1% +$86 0.03% 106
2024
Q1 		$74.3K Hold
880
– – 0.03% 108
2023
Q4 		$66.1K Buy
880
+4
+0.5% +$285 0.03% 115
2023
Q3 		$59.9K Hold
876
– – 0.03% 112
2023
Q2 		$61.7K Buy
876
+2
+0.2% +$132 0.03% 111
2023
Q1 		$55.9K Buy
874
+2
+0.2% +$122 0.03% 117
2022
Q4 		$51K Buy
872
+1
+0.1% +$60 0.03% 116
2022
Q3 		$50.4K Sell
871
-28
-3% -$1.82K 0.03% 110
2022
Q2 		$54.3K Buy
899
+667
+288% +$44.1K 0.03% 63
2022
Q1 		$17.7K Sell
232
-1
-0.4% -$75 0.01% 84
2021
Q4 		$19.5K Buy
+233
New +$18.8K 0.02% 83

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Abound Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.06% in Q2 2026, buying an estimated $132 and bringing the position to 1,808 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #86.

Abound Wealth Management first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Abound Wealth Management held 1,808 shares of iShares S&P 500 Growth ETF worth $249K as of Q2 2026.
  • Abound Wealth Management bought 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
  • iShares S&P 500 Growth ETF made up 0.05% of Abound Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Abound Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.