Arax Advisory Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Arax Advisory Partners’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	$11.5M	Buy	83,956 +44,069	+110%	+$5.82M	0.08%	273
2026 Q1	$4.51M	Sell	39,887 -163,563	-80%	-$19.7M	0.13%	148
2025 Q4	$25.1M	Buy	+203,450	New	+$24.9M	0.73%	33
2025 Q3	–	Sell	-193,687	Closed	-$23.9M	–	3968
2025 Q2	$23.9M	Buy	193,687 +177,465	+1,094%	+$17.6M	1.1%	21
2025 Q1	$1.51M	Buy	16,222 +11,793	+266%	+$1.19M	0.1%	133
2024 Q4	$450K	Sell	4,429 -14,472	-77%	-$1.44M	0.03%	318
2024 Q3	$1.81M	Buy	18,901 +14,119	+295%	+$1.3M	0.16%	73
2024 Q2	$443K	Buy	4,782 +234	+5%	+$20.2K	0.04%	217
2024 Q1	$384K	Buy	4,548 +338	+8%	+$27.2K	0.04%	213
2023 Q4	$316K	Sell	4,210 -142	-3%	-$10.1K	0.04%	222
2023 Q3	$298K	Sell	4,352 -155	-3%	-$11K	0.04%	207
2023 Q2	$318K	Buy	4,507 +3	+0.1%	+$198	0.04%	182
2023 Q1	$288K	Buy	4,504 +5	+0.1%	+$306	0.04%	188
2022 Q4	$263K	Sell	4,499 -573	-11%	-$34.4K	0.04%	194
2022 Q3	$293K	Sell	5,072 -452,674	-99%	-$29.4M	0.05%	157
2022 Q2	$27.6M	Buy	457,746 +452,556	+8,720%	+$29.9M	4.18%	4
2022 Q1	$396K	Sell	5,190 -37,342	-88%	-$2.81M	0.05%	140
2021 Q4	$3.56M	Sell	42,532 -3,703	-8%	-$298K	0.45%	36
2021 Q3	$3.42M	Buy	46,235 +38,180	+474%	+$2.91M	0.47%	35
2021 Q2	$586K	Buy	+8,055	New	+$558K	0.08%	93
2020 Q4	$516K	Sell	8,093 -49,079	-86%	-$2.98M	0.08%	86
2020 Q3	$3.3M	Buy	57,172 +1,968	+4%	+$111K	0.56%	37
2020 Q2	$2.86M	Buy	55,204 +1,484	+3%	+$71.1K	0.51%	37
2020 Q1	$2.22M	Buy	53,720 +44,044	+455%	+$2.08M	0.51%	36
2019 Q4	$468K	Buy	9,676 +80	+0.8%	+$3.71K	0.13%	72
2019 Q3	$432K	Sell	9,596 -1,172	-11%	-$53K	0.13%	71
2019 Q2	$483K	Buy	+10,768	New	+$474K	0.16%	66
2018 Q4	$359K	Sell	9,528 -11,496	-55%	-$465K	0.14%	78
2018 Q3	$931K	Sell	21,024 -2,144	-9%	-$92.1K	0.38%	30
2018 Q2	$941K	Buy	23,168 +1,548	+7%	+$62.2K	0.41%	24
2018 Q1	$838K	Sell	21,620 -1,492	-6%	-$59.5K	0.44%	25
2017 Q4	$882K	Sell	23,112 -1,016	-4%	-$38K	0.38%	26
2017 Q3	$865K	Sell	24,128 -11,348	-32%	-$400K	0.42%	24
2017 Q2	$1.18M	Buy	35,476 +1,008	+3%	+$34.2K	0.56%	20
2017 Q1	$1.13M	Buy	34,468 +4,276	+14%	+$137K	0.54%	18
2016 Q4	$919K	Buy	+30,192	New	+$912K	0.46%	22

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

Arax Advisory Partners's IVW Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 110% in Q2 2026, buying an estimated $5.82M and bringing the position to 83,956 shares worth $11.5M. The position accounts for 0.08% of the portfolio, ranked #273.

Arax Advisory Partners first reported a position in IVW in Q4 2016 and has held it in 36 quarters since. The position peaked at $27.6M in Q2 2022. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Arax Advisory Partners held 83,956 shares of iShares S&P 500 Growth ETF worth $11.5M as of Q2 2026.
Arax Advisory Partners bought 44,069 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $5.82M.
iShares S&P 500 Growth ETF made up 0.08% of Arax Advisory Partners's portfolio in Q2 2026, its #273 holding.
Arax Advisory Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 36 quarters since.
Arax Advisory Partners's iShares S&P 500 Growth ETF position peaked at $27.6M in Q2 2022.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.