Advyzon Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Advyzon Investment 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	$11.4M	Sell	83,089 -22,735	-21%	-$3M	0.83%	23
2026 Q1	$12M	Buy	105,824 +34,619	+49%	+$4.16M	1.07%	12
2025 Q4	$8.78M	Buy	71,205 +59,682	+518%	+$7.3M	1.02%	17
2025 Q3	$1.39M	Buy	11,523 +6,829	+145%	+$785K	0.24%	97
2025 Q2	$517K	Buy	4,694 +1,750	+59%	+$173K	0.11%	178
2025 Q1	$273K	Sell	2,944 -1,196	-29%	-$121K	0.1%	200
2024 Q4	$420K	Buy	+4,140	New	+$413K	0.16%	117

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

Advyzon Investment Management's IVW Position: Q2 2026 in Review

Advyzon Investment Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 21% in Q2 2026, selling an estimated $3M and leaving 83,089 shares worth $11.4M. The position accounts for 0.83% of the portfolio, ranked #23.

Advyzon Investment Management first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $12M in Q1 2026. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Advyzon Investment Management held 83,089 shares of iShares S&P 500 Growth ETF worth $11.4M as of Q2 2026.
Advyzon Investment Management sold 22,735 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $3M.
iShares S&P 500 Growth ETF made up 0.83% of Advyzon Investment Management's portfolio in Q2 2026, its #23 holding.
Advyzon Investment Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's iShares S&P 500 Growth ETF position peaked at $12M in Q1 2026.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.