Avidian Wealth Enterprises’s iShares S&P 500 Growth ETF IVW Stock Holding History

Avidian Wealth Enterprises’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	$6.29M	Buy	45,762 +3,761	+9%	+$497K	0.17%	91
2026 Q1	$4.75M	Buy	42,001 +207	+0.5%	+$24.9K	0.15%	99
2025 Q4	$5.15M	Sell	41,794 -3,661	-8%	-$448K	0.19%	78
2025 Q3	$5.49M	Buy	45,455 +6,913	+18%	+$795K	0.21%	74
2025 Q2	$4.24M	Sell	38,542 -5,897	-13%	-$584K	0.17%	81
2025 Q1	$4.13M	Sell	44,439 -583	-1%	-$58.8K	0.18%	78
2024 Q4	$4.57M	Sell	45,022 -1,184	-3%	-$118K	0.21%	72
2024 Q3	$4.42M	Sell	46,206 -4,864	-10%	-$449K	0.2%	72
2024 Q2	$4.73M	Buy	51,070 +15,991	+46%	+$1.38M	0.2%	69
2024 Q1	$2.96M	Buy	35,079 +18,013	+106%	+$1.45M	0.14%	82
2023 Q4	$1.28M	Buy	17,066 +2,344	+16%	+$167K	0.08%	139
2023 Q3	$1.01M	Buy	14,722 +11,384	+341%	+$806K	0.07%	161
2023 Q2	$235K	Buy	+3,338	New	+$221K	0.02%	379
2022 Q2	–	Sell	-22,866	Closed	-$1.75M	–	479
2022 Q1	$1.75M	Buy	22,866 +1,140	+5%	+$85.6K	0.11%	129
2021 Q4	$1.82M	Buy	+21,726	New	+$1.75M	0.11%	123
2021 Q3	–	Sell	-3,054	Closed	-$222K	–	406
2021 Q2	$222K	Buy	+3,054	New	+$211K	0.02%	353

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

Avidian Wealth Enterprises's IVW Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares S&P 500 Growth ETF (IVW) stake by 9% in Q2 2026, buying an estimated $497K and bringing the position to 45,762 shares worth $6.29M. The position accounts for 0.17% of the portfolio, ranked #91.

Avidian Wealth Enterprises first reported a position in IVW in Q2 2021 and has held it in 16 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Avidian Wealth Enterprises held 45,762 shares of iShares S&P 500 Growth ETF worth $6.29M as of Q2 2026.
Avidian Wealth Enterprises bought 3,761 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $497K.
iShares S&P 500 Growth ETF made up 0.17% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #91 holding.
Avidian Wealth Enterprises first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 16 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.