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Ashton Thomas Securities’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ashton Thomas Securities’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 		– Sell
-56,905
Closed -$6.43M – 452
2026
Q1 		$6.43M Buy
+56,905
New +$6.84M 0.81% 25
2025
Q4 		– Sell
-53,534
Closed -$6.46M – 371
2025
Q3 		$6.46M Buy
+53,534
New +$6.16M 0.9% 28
2024
Q4 		– Sell
-80,320
Closed -$7.69M – 748
2024
Q3 		$7.69M Sell
80,320
-7,638
-9% -$705K 1.49% 10
2024
Q2 		$8.45M Buy
+87,958
New +$7.58M 2.04% 7

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

Ashton Thomas Securities's IVW Position: Q2 2026 in Review

Ashton Thomas Securities sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 56,905 shares — an estimated $6.43M sold.

Ashton Thomas Securities first reported a position in IVW in Q2 2024 and held it in 4 quarters. The position peaked at $8.45M in Q2 2024. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Ashton Thomas Securities reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Ashton Thomas Securities sold 56,905 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $6.43M.
  • Ashton Thomas Securities first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and held it in 4 quarters.
  • Ashton Thomas Securities's iShares S&P 500 Growth ETF position peaked at $8.45M in Q2 2024.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.