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

Apollon 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	$27.9M	Sell	203,002 -22,630	-10%	-$2.99M	0.34%	58
2026 Q1	$25.5M	Sell	225,632 -50,330	-18%	-$6.05M	0.41%	47
2025 Q4	$34M	Buy	275,962 +15,234	+6%	+$1.86M	0.59%	33
2025 Q3	$31.5M	Buy	260,728 +23,192	+10%	+$2.67M	0.56%	35
2025 Q2	$26.2M	Sell	237,536 -2,137	-0.9%	-$212K	0.52%	38
2025 Q1	$22.2M	Buy	239,673 +88,241	+58%	+$8.9M	0.49%	42
2024 Q4	$15.4M	Buy	151,432 +27,829	+23%	+$2.78M	0.35%	55
2024 Q3	$11.8M	Buy	123,603 +8,963	+8%	+$828K	0.33%	59
2024 Q2	$10.6M	Buy	114,640 +19,753	+21%	+$1.7M	0.32%	59
2024 Q1	$8.01M	Buy	94,887 +7,455	+9%	+$599K	0.25%	73
2023 Q4	$6.57M	Buy	87,432 +3,204	+4%	+$228K	0.23%	83
2023 Q3	$5.76M	Sell	84,228 -5,395	-6%	-$382K	0.29%	67
2023 Q2	$6.32M	Buy	89,623 +1,455	+2%	+$96.2K	0.3%	68
2023 Q1	$5.63M	Buy	88,168 +3,562	+4%	+$218K	0.35%	58
2022 Q4	$4.95M	Buy	84,606 +14,600	+21%	+$877K	0.35%	56
2022 Q3	$4.05M	Sell	70,006 -435	-0.6%	-$28.3K	0.33%	58
2022 Q2	$4.25M	Buy	70,441 +133	+0.2%	+$8.8K	0.35%	53
2022 Q1	$5.37M	Sell	70,308 -17,525	-20%	-$1.32M	0.38%	52
2021 Q4	$7.35M	Buy	87,833 +38,658	+79%	+$3.11M	0.55%	31
2021 Q3	$3.63M	Buy	49,175 +2,012	+4%	+$153K	0.5%	40
2021 Q2	$3.43M	Sell	47,163 -639	-1%	-$44.2K	0.61%	36
2021 Q1	$3.11M	Buy	+47,802	New	+$3.09M	0.6%	36
2020 Q3	–	Sell	-1,368	Closed	-$71K	–	417
2020 Q2	$71K	Buy	+1,368	New	+$65.6K	0.04%	207
2019 Q3	–	Sell	-1,432	Closed	-$64K	–	86
2019 Q2	$64K	Buy	+1,432	New	+$63K	0.07%	88

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

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

Apollon Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 10% in Q2 2026, selling an estimated $2.99M and leaving 203,002 shares worth $27.9M. The position accounts for 0.34% of the portfolio, ranked #58.

Apollon Wealth Management first reported a position in IVW in Q2 2019 and has held it in 24 quarters since. The position peaked at $34M in Q4 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Apollon Wealth Management held 203,002 shares of iShares S&P 500 Growth ETF worth $27.9M as of Q2 2026.
Apollon Wealth Management sold 22,630 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.99M.
iShares S&P 500 Growth ETF made up 0.34% of Apollon Wealth Management's portfolio in Q2 2026, its #58 holding.
Apollon Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and has held it in 24 quarters since.
Apollon Wealth Management's iShares S&P 500 Growth ETF position peaked at $34M in Q4 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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