Angeles Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Angeles Wealth 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	$3.62M	Buy	26,324 +11,979	+84%	+$1.58M	0.17%	62
2026 Q1	$1.62M	Hold	14,345	–	–	0.09%	86
2025 Q4	$1.77M	Buy	14,345 +5,495	+62%	+$673K	0.1%	83
2025 Q3	$1.07M	Hold	8,850	–	–	0.07%	109
2025 Q2	$974K	Hold	8,850	–	–	0.07%	108
2025 Q1	$822K	Hold	8,850	–	–	0.07%	104
2024 Q4	$899K	Hold	8,850	–	–	0.07%	97
2024 Q3	$847K	Buy	+8,850	New	+$817K	0.07%	95

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

Angeles Wealth Management's IVW Position: Q2 2026 in Review

Angeles Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 84% in Q2 2026, buying an estimated $1.58M and bringing the position to 26,324 shares worth $3.62M. The position accounts for 0.17% of the portfolio, ranked #62.

Angeles Wealth Management first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Angeles Wealth Management held 26,324 shares of iShares S&P 500 Growth ETF worth $3.62M as of Q2 2026.
Angeles Wealth Management bought 11,979 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.58M.
iShares S&P 500 Growth ETF made up 0.17% of Angeles Wealth Management's portfolio in Q2 2026, its #62 holding.
Angeles Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.