B.O.S.S. Retirement Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

B.O.S.S. Retirement Advisors’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	$7.87M	Sell	57,195 -993	-2%	-$131K	2.12%	8
2026 Q1	$6.58M	Buy	58,188 +1,621	+3%	+$195K	2.01%	9
2025 Q4	$6.97M	Buy	56,567 +32,800	+138%	+$4.01M	2.19%	9
2025 Q3	$2.87M	Buy	23,767 +11,567	+95%	+$1.33M	0.69%	35
2025 Q2	$1.34M	Buy	12,200 +8,553	+235%	+$847K	0.34%	60
2025 Q1	$339K	Sell	3,647 -24	-0.7%	-$2.42K	0.1%	128
2024 Q4	$373K	Buy	+3,671	New	+$366K	0.1%	125
2024 Q1	–	Sell	-3,654	Closed	-$274K	–	181
2023 Q4	$274K	Buy	+3,654	New	+$260K	0.05%	215

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

B.O.S.S. Retirement Advisors's IVW Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.7% in Q2 2026, selling an estimated $131K and leaving 57,195 shares worth $7.87M. The position accounts for 2.12% of the portfolio, ranked #8.

B.O.S.S. Retirement Advisors first reported a position in IVW in Q4 2023 and has held it in 8 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

B.O.S.S. Retirement Advisors held 57,195 shares of iShares S&P 500 Growth ETF worth $7.87M as of Q2 2026.
B.O.S.S. Retirement Advisors sold 993 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $131K.
iShares S&P 500 Growth ETF made up 2.12% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #8 holding.
B.O.S.S. Retirement Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2023 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 B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.