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

Balboa 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	$1.13M	Buy	8,199 +2,133	+35%	+$282K	0.15%	111
2026 Q1	$686K	Sell	6,066 -5,832	-49%	-$701K	0.12%	155
2025 Q4	$1.47M	Sell	11,898 -122	-1%	-$14.9K	0.24%	70
2025 Q3	$1.45M	Buy	12,020 +212	+2%	+$24.4K	0.25%	64
2025 Q2	$1.3M	Sell	11,808 -14,323	-55%	-$1.42M	0.26%	70
2025 Q1	$2.43M	Buy	26,131 +3,981	+18%	+$401K	0.59%	31
2024 Q4	$2.25M	Buy	22,150 +7,344	+50%	+$733K	0.51%	37
2024 Q3	$1.42M	Sell	14,806 -587	-4%	-$54.2K	0.35%	52
2024 Q2	$1.42M	Buy	15,393 +806	+6%	+$69.5K	0.38%	49
2024 Q1	$1.23M	Buy	14,587 +285	+2%	+$22.9K	0.36%	51
2023 Q4	$1.07M	Buy	14,302 +6,485	+83%	+$462K	0.36%	50
2023 Q3	$535K	Sell	7,817 -1,195	-13%	-$84.6K	0.2%	91
2023 Q2	$635K	Buy	+9,012	New	+$596K	0.22%	84
2022 Q4	–	Sell	-5,139	Closed	-$297K	–	284
2022 Q3	$297K	Buy	+5,139	New	+$334K	0.13%	138

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

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

Balboa Wealth Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 35% in Q2 2026, buying an estimated $282K and bringing the position to 8,199 shares worth $1.13M. The position accounts for 0.15% of the portfolio, ranked #111.

Balboa Wealth Partners first reported a position in IVW in Q3 2022 and has held it in 14 quarters since. The position peaked at $2.43M in Q1 2025. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Balboa Wealth Partners held 8,199 shares of iShares S&P 500 Growth ETF worth $1.13M as of Q2 2026.
Balboa Wealth Partners bought 2,133 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $282K.
iShares S&P 500 Growth ETF made up 0.15% of Balboa Wealth Partners's portfolio in Q2 2026, its #111 holding.
Balboa Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and has held it in 14 quarters since.
Balboa Wealth Partners's iShares S&P 500 Growth ETF position peaked at $2.43M in Q1 2025.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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