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

Axxcess 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	$1.49M	Sell	10,828 -4,467	-29%	-$590K	0.02%	441
2026 Q1	$1.73M	Buy	15,295 +825	+6%	+$99.2K	0.06%	200
2025 Q4	$1.78M	Sell	14,470 -501	-3%	-$61.3K	0.03%	395
2025 Q3	$1.81M	Buy	14,971 +2,950	+25%	+$339K	0.04%	338
2025 Q2	$1.32M	Sell	12,021 -4,525	-27%	-$448K	0.03%	362
2025 Q1	$1.54M	Buy	16,546 +422	+3%	+$42.5K	0.04%	305
2024 Q4	$1.64M	Buy	16,124 +5,181	+47%	+$517K	0.04%	315
2024 Q3	$1.05M	Buy	10,943 +2,325	+27%	+$215K	0.03%	386
2024 Q2	$798K	Sell	8,618 -545	-6%	-$47K	0.02%	423
2024 Q1	$774K	Sell	9,163 -7,191	-44%	-$578K	0.02%	434
2023 Q4	$1.23M	Buy	16,354 +21	+0.1%	+$1.5K	0.04%	322
2023 Q3	$1.12M	Buy	16,333 +2,310	+16%	+$163K	0.04%	298
2023 Q2	$988K	Buy	14,023 +251	+2%	+$16.6K	0.07%	232
2023 Q1	$880K	Buy	13,772 +3,993	+41%	+$244K	0.07%	250
2022 Q4	$572K	Buy	9,779 +68	+0.7%	+$4.08K	0.05%	332
2022 Q3	$562K	Buy	9,711 +32	+0.3%	+$2.08K	0.05%	298
2022 Q2	$584K	Buy	9,679 +4,101	+74%	+$271K	0.05%	277
2022 Q1	$426K	Hold	5,578	–	–	0.03%	391
2021 Q4	$467K	Buy	+5,578	New	+$449K	0.03%	377

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Axxcess Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 29% in Q2 2026, selling an estimated $590K and leaving 10,828 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #441.

Axxcess Wealth Management first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.81M in Q3 2025. 1,406 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Axxcess Wealth Management held 10,828 shares of iShares S&P 500 Growth ETF worth $1.49M as of Q2 2026.
Axxcess Wealth Management sold 4,467 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $590K.
iShares S&P 500 Growth ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #441 holding.
Axxcess Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Axxcess Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.81M in Q3 2025.
1,406 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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