Arkos Global Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Arkos Global 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	$222K	Buy	1,613 +1	+0.1%	+$132	0.03%	117
2026 Q1	$182K	Sell	1,612 -101	-6%	-$12.1K	0.02%	128
2025 Q4	$211K	Sell	1,713 -271	-14%	-$33.2K	0.03%	119
2025 Q3	$240K	Hold	1,984	–	–	0.03%	149
2025 Q2	$218K	Buy	+1,984	New	+$196K	0.03%	128
2025 Q1	–	Sell	-2,194	Closed	-$223K	–	133
2024 Q4	$223K	Hold	2,194	–	–	0.03%	124
2024 Q3	$210K	Sell	2,194 -146	-6%	-$13.5K	0.03%	123
2024 Q2	$217K	Buy	+2,340	New	+$202K	0.04%	121

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

Arkos Global Advisors's IVW Position: Q2 2026 in Review

Arkos Global Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.06% in Q2 2026, buying an estimated $132 and bringing the position to 1,613 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #117.

Arkos Global Advisors first reported a position in IVW in Q2 2024 and has held it in 8 quarters since. The position peaked at $240K in Q3 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Arkos Global Advisors held 1,613 shares of iShares S&P 500 Growth ETF worth $222K as of Q2 2026.
Arkos Global Advisors bought 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
iShares S&P 500 Growth ETF made up 0.03% of Arkos Global Advisors's portfolio in Q2 2026, its #117 holding.
Arkos Global Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Arkos Global Advisors's iShares S&P 500 Growth ETF position peaked at $240K in Q3 2025.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.