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

Axis Wealth 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	$2.64M	Sell	19,172 -941	-5%	-$124K	1.27%	21
2026 Q1	$2.27M	Sell	20,113 -374	-2%	-$45K	1.21%	21
2025 Q4	$2.53M	Sell	20,487 -4,660	-19%	-$570K	1.39%	19
2025 Q3	$3.04M	Sell	25,147 -4,947	-16%	-$569K	1.78%	15
2025 Q2	$3.31M	Sell	30,094 -2,251	-7%	-$223K	2.18%	9
2025 Q1	$3M	Buy	32,345 +12,094	+60%	+$1.22M	2.22%	10
2024 Q4	$2.06M	Buy	+20,251	New	+$2.02M	1.73%	16

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

Axis Wealth Partners's IVW Position: Q2 2026 in Review

Axis Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.7% in Q2 2026, selling an estimated $124K and leaving 19,172 shares worth $2.64M. The position accounts for 1.27% of the portfolio, ranked #21.

Axis Wealth Partners first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.31M in Q2 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Axis Wealth Partners held 19,172 shares of iShares S&P 500 Growth ETF worth $2.64M as of Q2 2026.
Axis Wealth Partners sold 941 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $124K.
iShares S&P 500 Growth ETF made up 1.27% of Axis Wealth Partners's portfolio in Q2 2026, its #21 holding.
Axis Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's iShares S&P 500 Growth ETF position peaked at $3.31M in Q2 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.