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

ADG Wealth Management Group’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	$33.1M	Sell	240,689 -4,872	-2%	-$643K	21.02%	1
2026 Q1	$27.8M	Buy	245,561 +5,147	+2%	+$619K	19.19%	1
2025 Q4	$29.6M	Sell	240,414 -750	-0.3%	-$91.8K	22.45%	1
2025 Q3	$29.1M	Sell	241,164 -2,209	-0.9%	-$254K	23.14%	1
2025 Q2	$26.8M	Buy	243,373 +37,468	+18%	+$3.71M	22.81%	1
2025 Q1	$19.1M	Sell	205,905 -2,780	-1%	-$280K	18.02%	1
2024 Q4	$21.2M	Buy	+208,685	New	+$20.8M	18.82%	1

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

ADG Wealth Management Group's IVW Position: Q2 2026 in Review

ADG Wealth Management Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 2% in Q2 2026, selling an estimated $643K and leaving 240,689 shares worth $33.1M. The position accounts for 21.02% of the portfolio, ranked #1.

ADG Wealth Management Group first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

ADG Wealth Management Group held 240,689 shares of iShares S&P 500 Growth ETF worth $33.1M as of Q2 2026.
ADG Wealth Management Group sold 4,872 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $643K.
iShares S&P 500 Growth ETF made up 21.02% of ADG Wealth Management Group's portfolio in Q2 2026, its #1 holding.
ADG Wealth Management Group first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on ADG Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.