Aspect Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Aspect Partners’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	$99K	Hold	720	–	–	0.04%	110
2026 Q1	$81.4K	Hold	720	–	–	0.03%	116
2025 Q4	$88.7K	Hold	720	–	–	0.04%	114
2025 Q3	$86.9K	Hold	720	–	–	0.04%	120
2025 Q2	$79.3K	Hold	720	–	–	0.04%	125
2025 Q1	$66.8K	Hold	720	–	–	0.04%	116
2024 Q4	$73.1K	Hold	720	–	–	0.04%	112
2024 Q3	$68.9K	Hold	720	–	–	0.04%	107
2024 Q2	$66.6K	Hold	720	–	–	0.04%	109
2024 Q1	$60.8K	Hold	720	–	–	0.05%	110
2023 Q4	$54.1K	Buy	+720	New	+$51.3K	0.03%	110

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

Aspect Partners's IVW Position: Q2 2026 in Review

Aspect Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 720 shares worth $99K. The position accounts for 0.04% of the portfolio, ranked #110.

Aspect Partners first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Aspect Partners held 720 shares of iShares S&P 500 Growth ETF worth $99K as of Q2 2026.
Aspect Partners left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.04% of Aspect Partners's portfolio in Q2 2026, its #110 holding.
Aspect Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.