AG
IVW icon

AmeriFlex Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

AmeriFlex 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 		$201K Buy
1,465
+430
+42% +$56.8K 0.08% 213
2026
Q1 		$117K Hold
1,035
– – 0.06% 252
2025
Q4 		$128K Buy
1,035
+145
+16% +$17.7K 0.07% 235
2025
Q3 		$107K Sell
890
-832
-48% -$95.7K 0.04% 315
2025
Q2 		$188K Hold
1,722
– – 0.1% 176
2025
Q1 		$160K Buy
1,722
+916
+114% +$92.3K 0.07% 262
2024
Q4 		$83.9K Buy
+806
New +$80.4K 0.04% 336

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

AmeriFlex Group's IVW Position: Q2 2026 in Review

AmeriFlex Group increased its iShares S&P 500 Growth ETF (IVW) stake by 42% in Q2 2026, buying an estimated $56.8K and bringing the position to 1,465 shares worth $201K. The position accounts for 0.08% of the portfolio, ranked #213.

AmeriFlex 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.

  • AmeriFlex Group held 1,465 shares of iShares S&P 500 Growth ETF worth $201K as of Q2 2026.
  • AmeriFlex Group bought 430 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $56.8K.
  • iShares S&P 500 Growth ETF made up 0.08% of AmeriFlex Group's portfolio in Q2 2026, its #213 holding.
  • AmeriFlex 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 AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.