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

Americana 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	$1.34M	Sell	9,768 -1	-0%	-$132	0.03%	281
2026 Q1	$1.1M	Buy	9,769 +174	+2%	+$20.9K	0.03%	266
2025 Q4	$1.18M	Sell	9,595 -56	-0.6%	-$6.85K	0.03%	261
2025 Q3	$1.17M	Buy	9,651 +59	+0.6%	+$6.79K	0.04%	246
2025 Q2	$1.06M	Buy	+9,592	New	+$949K	0.04%	246
2025 Q1	–	Sell	-3,383	Closed	-$343K	–	396
2024 Q4	$343K	Buy	+3,383	New	+$337K	0.01%	321

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

Americana Partners's IVW Position: Q2 2026 in Review

Americana Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.01% in Q2 2026, selling an estimated $132 and leaving 9,768 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #281.

Americana Partners first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Americana Partners held 9,768 shares of iShares S&P 500 Growth ETF worth $1.34M as of Q2 2026.
Americana Partners sold 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
iShares S&P 500 Growth ETF made up 0.03% of Americana Partners's portfolio in Q2 2026, its #281 holding.
Americana Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.