AWA
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Arkadios Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Arkadios Wealth Advisors’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 		$80.9M Buy
588,050
+91,856
+19% +$12.1M 1.22% 7
2026
Q1 		$56.1M Buy
496,194
+122,778
+33% +$14.8M 0.92% 9
2025
Q4 		$46M Buy
373,416
+81,215
+28% +$9.94M 0.89% 14
2025
Q3 		$35.3M Sell
292,201
-13,490
-4% -$1.55M 0.85% 15
2025
Q2 		$33.7M Buy
305,691
+38,035
+14% +$3.76M 0.99% 12
2025
Q1 		$24.8M Buy
267,656
+191,915
+253% +$19.3M 0.94% 11
2024
Q4 		$7.69M Buy
75,741
+9,515
+14% +$949K 0.42% 49
2024
Q3 		$6.34M Buy
66,226
+22,881
+53% +$2.11M 0.36% 57
2024
Q2 		$4.01M Buy
43,345
+39,018
+902% +$3.36M 0.27% 76
2024
Q1 		$365K Buy
4,327
+874
+25% +$70.2K 0.03% 477
2023
Q4 		$259K Buy
3,453
+407
+13% +$29K 0.02% 569
2023
Q3 		$208K Buy
+3,046
New +$216K 0.02% 608
2021
Q4 		– Sell
-1,319
Closed -$97K – 1182
2021
Q3 		$97K Sell
1,319
-50,406
-97% -$3.84M 0.01% 694
2021
Q2 		$3.76M Sell
51,725
-28,489
-36% -$1.97M 0.46% 47
2021
Q1 		$5.22M Sell
80,214
-3,814
-5% -$247K 0.86% 20
2020
Q4 		$5.36M Buy
84,028
+73,892
+729% +$4.48M 1.13% 12
2020
Q3 		$607K Buy
10,136
+244
+2% +$13.8K 0.3% 73
2020
Q2 		$534K Buy
9,892
+372
+4% +$17.8K 0.3% 73
2020
Q1 		$393K Sell
9,520
-68
-0.7% -$3.22K 0.25% 98
2019
Q4 		$501K Buy
+9,588
New +$444K 0.3% 79

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

Arkadios Wealth Advisors's IVW Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 19% in Q2 2026, buying an estimated $12.1M and bringing the position to 588,050 shares worth $80.9M. The position accounts for 1.22% of the portfolio, ranked #7.

Arkadios Wealth Advisors first reported a position in IVW in Q4 2019 and has held it in 20 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Arkadios Wealth Advisors held 588,050 shares of iShares S&P 500 Growth ETF worth $80.9M as of Q2 2026.
  • Arkadios Wealth Advisors bought 91,856 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $12.1M.
  • iShares S&P 500 Growth ETF made up 1.22% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Arkadios Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 20 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.