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

Accretive 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	$547K	Sell	3,975 -9	-0.2%	-$1.19K	0.13%	118
2026 Q1	$451K	Buy	3,984 +360	+10%	+$43.3K	0.13%	128
2025 Q4	$447K	Hold	3,624	–	–	0.13%	113
2025 Q3	$437K	Hold	3,624	–	–	0.13%	112
2025 Q2	$399K	Hold	3,624	–	–	0.13%	116
2025 Q1	$349K	Buy	+3,624	New	+$365K	0.12%	120
2024 Q4	–	Sell	-3,624	Closed	-$347K	–	130
2024 Q3	$347K	Hold	3,624	–	–	0.15%	113
2024 Q2	$335K	Hold	3,624	–	–	0.14%	116
2024 Q1	$302K	Hold	3,624	–	–	0.13%	119
2023 Q4	$272K	Hold	3,624	–	–	0.13%	121
2023 Q3	$248K	Hold	3,624	–	–	0.15%	111
2023 Q2	$255K	Hold	3,624	–	–	0.15%	106
2023 Q1	$232K	Hold	3,624	–	–	0.15%	106
2022 Q4	$212K	Buy	+3,624	New	+$218K	0.15%	107

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

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

Accretive Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.23% in Q2 2026, selling an estimated $1.19K and leaving 3,975 shares worth $547K. The position accounts for 0.13% of the portfolio, ranked #118.

Accretive Wealth Partners first reported a position in IVW in Q4 2022 and has held it in 14 quarters since. 2,130 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Accretive Wealth Partners held 3,975 shares of iShares S&P 500 Growth ETF worth $547K as of Q2 2026.
Accretive Wealth Partners sold 9 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.19K.
iShares S&P 500 Growth ETF made up 0.13% of Accretive Wealth Partners's portfolio in Q2 2026, its #118 holding.
Accretive Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
2,130 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.