Amplius Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Amplius Wealth Advisors’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	$681K	Sell	4,948 -696	-12%	-$91.9K	0.05%	102
2026 Q1	$638K	Buy	5,644 +5	+0.1%	+$601	0.05%	96
2025 Q4	$695K	Buy	5,639 +5	+0.1%	+$612	0.06%	90
2025 Q3	$680K	Buy	5,634 +6	+0.1%	+$690	0.06%	93
2025 Q2	$620K	Buy	5,628 +5	+0.1%	+$495	0.06%	103
2025 Q1	$522K	Buy	5,623 +6	+0.1%	+$605	0.05%	110
2024 Q4	$570K	Buy	5,617 +6	+0.1%	+$599	0.06%	96
2024 Q3	$537K	Buy	5,611 +8	+0.1%	+$739	0.06%	95
2024 Q2	$519K	Buy	5,603 +704	+14%	+$60.7K	0.06%	97
2024 Q1	$414K	Buy	4,899 +4	+0.1%	+$321	0.05%	110
2023 Q4	$368K	Buy	4,895 +30	+0.6%	+$2.13K	0.04%	114
2023 Q3	$333K	Hold	4,865	–	–	0.04%	114
2023 Q2	$343K	Buy	4,865 +11	+0.2%	+$727	0.05%	118
2023 Q1	$310K	Buy	4,854 +14	+0.3%	+$856	0.04%	120
2022 Q4	$283K	Buy	4,840 +11	+0.2%	+$661	0.05%	121
2022 Q3	$279K	Buy	4,829 +13	+0.3%	+$845	0.05%	123
2022 Q2	$290K	Buy	4,816 +9	+0.2%	+$596	0.05%	132
2022 Q1	$367K	Buy	4,807 +7	+0.1%	+$526	0.06%	120
2021 Q4	$401K	Buy	+4,800	New	+$387K	0.06%	128

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Amplius Wealth Advisors's IVW Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q2 2026, selling an estimated $91.9K and leaving 4,948 shares worth $681K. The position accounts for 0.05% of the portfolio, ranked #102.

Amplius Wealth Advisors first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. The position peaked at $695K in Q4 2025. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Amplius Wealth Advisors held 4,948 shares of iShares S&P 500 Growth ETF worth $681K as of Q2 2026.
Amplius Wealth Advisors sold 696 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $91.9K.
iShares S&P 500 Growth ETF made up 0.05% of Amplius Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Amplius Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $695K in Q4 2025.
770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.