Ameritas Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ameritas Advisory Services’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	$23.5M	Buy	170,648 +93,710	+122%	+$12.4M	0.47%	51
2026 Q1	$8.7M	Sell	76,938 -11,887	-13%	-$1.43M	0.34%	75
2025 Q4	$10.9M	Sell	88,825 -8,714	-9%	-$1.07M	0.41%	60
2025 Q3	$11.8M	Buy	97,539 +28,137	+41%	+$3.24M	0.77%	26
2025 Q2	$7.64M	Sell	69,402 -95,065	-58%	-$9.41M	0.4%	41
2025 Q1	$16M	Sell	164,467 -18,812	-10%	-$1.9M	0.65%	31
2024 Q4	$18.6M	Buy	183,279 +28,251	+18%	+$2.82M	0.64%	33
2024 Q3	$14.8M	Sell	155,028 -54,254	-26%	-$5.01M	0.64%	32
2024 Q2	$19.4M	Sell	209,282 -8,787	-4%	-$758K	0.73%	28
2024 Q1	$18.1M	Buy	218,069 +75,069	+52%	+$6.03M	0.75%	26
2023 Q4	$11.1M	Sell	143,000 -104,614	-42%	-$7.45M	0.61%	45
2023 Q3	$17.1M	Buy	247,614 +116,786	+89%	+$8.26M	0.85%	24
2023 Q2	$9.1M	Sell	130,828 -143,435	-52%	-$9.48M	1.17%	12
2023 Q1	$17.6M	Sell	274,263 -63,274	-19%	-$3.87M	0.88%	22
2022 Q4	$19.7M	Buy	337,537 +73,865	+28%	+$4.44M	0.92%	20
2022 Q3	$15.3M	Buy	263,672 +4,411	+2%	+$287K	0.91%	20
2022 Q2	$15.6M	Buy	259,261 +21,435	+9%	+$1.42M	0.91%	20
2022 Q1	$18.2M	Buy	237,826 +14,992	+7%	+$1.13M	0.66%	32
2021 Q4	$18.6M	Buy	+222,834	New	+$18M	0.68%	32

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

Ameritas Advisory Services's IVW Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares S&P 500 Growth ETF (IVW) stake by 122% in Q2 2026, buying an estimated $12.4M and bringing the position to 170,648 shares worth $23.5M. The position accounts for 0.47% of the portfolio, ranked #51.

Ameritas Advisory Services first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Ameritas Advisory Services held 170,648 shares of iShares S&P 500 Growth ETF worth $23.5M as of Q2 2026.
Ameritas Advisory Services bought 93,710 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $12.4M.
iShares S&P 500 Growth ETF made up 0.47% of Ameritas Advisory Services's portfolio in Q2 2026, its #51 holding.
Ameritas Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.