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Apollon Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Apollon Financial’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 		$1.12M Buy
8,168
+1
+0% +$132 0.13% 130
2026
Q1 		$924K Buy
8,167
+5
+0.1% +$601 0.13% 135
2025
Q4 		$1.01M Buy
8,162
+1,211
+17% +$148K 0.15% 120
2025
Q3 		$839K Buy
6,951
+2,282
+49% +$262K 0.14% 119
2025
Q2 		$514K Sell
4,669
-70
-1% -$6.93K 0.11% 133
2025
Q1 		$440K Hold
4,739
– – 0.1% 139
2024
Q4 		$481K Sell
4,739
-40
-0.8% -$3.99K 0.12% 118
2024
Q3 		$458K Buy
4,779
+975
+26% +$90K 0.13% 106
2024
Q2 		$352K Sell
3,804
-45
-1% -$3.88K 0.11% 107
2024
Q1 		$325K Sell
3,849
-1,180
-23% -$94.8K 0.11% 115
2023
Q4 		$378K Buy
+5,029
New +$358K 0.15% 100

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

Apollon Financial's IVW Position: Q2 2026 in Review

Apollon Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 0.01% in Q2 2026, buying an estimated $132 and bringing the position to 8,168 shares worth $1.12M. The position accounts for 0.13% of the portfolio, ranked #130.

Apollon Financial first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Apollon Financial held 8,168 shares of iShares S&P 500 Growth ETF worth $1.12M as of Q2 2026.
  • Apollon Financial bought 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
  • iShares S&P 500 Growth ETF made up 0.13% of Apollon Financial's portfolio in Q2 2026, its #130 holding.
  • Apollon Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.