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

Asempa 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	$3.98M	Buy	28,909 +2,698	+10%	+$356K	2.97%	5
2026 Q1	$3M	Buy	26,211 +640	+3%	+$77K	2.62%	5
2025 Q4	$3.15M	Buy	+25,571	New	+$3.13M	2.72%	5

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

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

Asempa Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 10% in Q2 2026, buying an estimated $356K and bringing the position to 28,909 shares worth $3.98M. The position accounts for 2.97% of the portfolio, ranked #5.

Asempa Wealth Advisors first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Asempa Wealth Advisors held 28,909 shares of iShares S&P 500 Growth ETF worth $3.98M as of Q2 2026.
Asempa Wealth Advisors bought 2,698 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $356K.
iShares S&P 500 Growth ETF made up 2.97% of Asempa Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Asempa Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
2,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Asempa Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.