Avaii Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Avaii Wealth 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	$333K	Sell	2,422 -83	-3%	-$11K	0.1%	132
2026 Q1	$283K	Buy	2,505 +81	+3%	+$9.74K	0.1%	127
2025 Q4	$299K	Buy	2,424 +1	+0%	+$122	0.11%	111
2025 Q3	$293K	Buy	2,423 +9	+0.4%	+$1.03K	0.11%	111
2025 Q2	$266K	Buy	2,414 +6	+0.2%	+$594	0.12%	109
2025 Q1	$224K	Buy	2,408 +8	+0.3%	+$807	0.12%	113
2024 Q4	$244K	Sell	2,400 -51	-2%	-$5.09K	0.12%	112
2024 Q3	$235K	Buy	+2,451	New	+$226K	0.12%	117

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

Avaii Wealth Management's IVW Position: Q2 2026 in Review

Avaii Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.3% in Q2 2026, selling an estimated $11K and leaving 2,422 shares worth $333K. The position accounts for 0.1% of the portfolio, ranked #132.

Avaii Wealth Management first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Avaii Wealth Management held 2,422 shares of iShares S&P 500 Growth ETF worth $333K as of Q2 2026.
Avaii Wealth Management sold 83 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $11K.
iShares S&P 500 Growth ETF made up 0.1% of Avaii Wealth Management's portfolio in Q2 2026, its #132 holding.
Avaii Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.