Arcadia Wealth Management (New Hampshire)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Arcadia Wealth Management (New Hampshire)’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	$2.68M	Buy	19,508 +7,908	+68%	+$1.04M	0.84%	22
2026 Q1	$1.31M	Buy	11,600 +2,347	+25%	+$282K	0.47%	33
2025 Q4	$1.14M	Buy	9,253 +37	+0.4%	+$4.53K	0.42%	39
2025 Q3	$1.11M	Buy	9,216 +1,988	+28%	+$229K	0.44%	40
2025 Q2	$796K	Sell	7,228 -33	-0.5%	-$3.27K	0.35%	36
2025 Q1	$674K	Sell	7,261 -327	-4%	-$33K	0.33%	41
2024 Q4	$770K	Buy	7,588 +5	+0.1%	+$499	0.39%	36
2024 Q3	$726K	Buy	7,583 +1,389	+22%	+$128K	0.38%	34
2024 Q2	$573K	Buy	6,194 +2,125	+52%	+$183K	0.33%	42
2024 Q1	$344K	Buy	4,069 +103	+3%	+$8.28K	0.21%	46
2023 Q4	$298K	Buy	+3,966	New	+$282K	0.21%	45

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

Arcadia Wealth Management (New Hampshire)'s IVW Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) increased its iShares S&P 500 Growth ETF (IVW) stake by 68% in Q2 2026, buying an estimated $1.04M and bringing the position to 19,508 shares worth $2.68M. The position accounts for 0.84% of the portfolio, ranked #22.

Arcadia Wealth Management (New Hampshire) 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.

Arcadia Wealth Management (New Hampshire) held 19,508 shares of iShares S&P 500 Growth ETF worth $2.68M as of Q2 2026.
Arcadia Wealth Management (New Hampshire) bought 7,908 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.04M.
iShares S&P 500 Growth ETF made up 0.84% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #22 holding.
Arcadia Wealth Management (New Hampshire) 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 Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.