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

Acorn 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	$240K	Sell	1,743 -281	-14%	-$37.1K	0.06%	271
2026 Q1	$229K	Sell	2,024 -783	-28%	-$94.2K	0.07%	244
2025 Q4	$346K	Sell	2,807 -1,260	-31%	-$154K	0.1%	181
2025 Q3	$491K	Buy	+4,067	New	+$468K	0.15%	144
2018 Q3	–	Sell	-3,380	Closed	-$138K	–	284
2018 Q2	$138K	Hold	3,380	–	–	0.12%	143
2018 Q1	$133K	Buy	3,380 +792	+31%	+$31.6K	0.12%	145
2017 Q4	$102K	Buy	+2,588	New	+$96.7K	0.09%	169

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

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

Acorn Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 14% in Q2 2026, selling an estimated $37.1K and leaving 1,743 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #271.

Acorn Wealth Advisors first reported a position in IVW in Q4 2017 and has held it in 7 quarters since. The position peaked at $491K in Q3 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Acorn Wealth Advisors held 1,743 shares of iShares S&P 500 Growth ETF worth $240K as of Q2 2026.
Acorn Wealth Advisors sold 281 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $37.1K.
iShares S&P 500 Growth ETF made up 0.06% of Acorn Wealth Advisors's portfolio in Q2 2026, its #271 holding.
Acorn Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 7 quarters since.
Acorn Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $491K in Q3 2025.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.