AIM
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Aspen Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Aspen Investment Management’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 		$634K Hold
4,610
– – 0.17% 121
2026
Q1 		$521K Buy
4,610
+56
+1% +$6.74K 0.16% 130
2025
Q4 		$561K Buy
+4,554
New +$557K 0.17% 123

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

Aspen Investment Management's IVW Position: Q2 2026 in Review

Aspen Investment Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 4,610 shares worth $634K. The position accounts for 0.17% of the portfolio, ranked #121.

Aspen Investment Management first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Aspen Investment Management held 4,610 shares of iShares S&P 500 Growth ETF worth $634K as of Q2 2026.
  • Aspen Investment Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.17% of Aspen Investment Management's portfolio in Q2 2026, its #121 holding.
  • Aspen Investment Management first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.