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Advisor OS’s iShares S&P 500 Growth ETF IVW Stock Holding History

Advisor OS’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 		$772K Sell
5,616
-1,516
-21% -$200K 0.05% 240
2026
Q1 		$807K Buy
+7,132
New +$858K 0.06% 210
2025
Q4 		– Sell
-2,190
Closed -$264K – 513
2025
Q3 		$264K Buy
2,190
+44
+2% +$5.06K 0.02% 394
2025
Q2 		$236K Buy
+2,146
New +$212K 0.02% 398

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

Advisor OS's IVW Position: Q2 2026 in Review

Advisor OS reduced its iShares S&P 500 Growth ETF (IVW) stake by 21% in Q2 2026, selling an estimated $200K and leaving 5,616 shares worth $772K. The position accounts for 0.05% of the portfolio, ranked #240.

Advisor OS first reported a position in IVW in Q2 2025 and has held it in 4 quarters since. The position peaked at $807K in Q1 2026. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Advisor OS held 5,616 shares of iShares S&P 500 Growth ETF worth $772K as of Q2 2026.
  • Advisor OS sold 1,516 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $200K.
  • iShares S&P 500 Growth ETF made up 0.05% of Advisor OS's portfolio in Q2 2026, its #240 holding.
  • Advisor OS first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Advisor OS's iShares S&P 500 Growth ETF position peaked at $807K in Q1 2026.
  • 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.