Bill Few Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bill Few Associates’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	$237K	Sell	1,720 -78	-4%	-$10.3K	0.05%	205
2026 Q1	$203K	Hold	1,798	–	–	0.05%	209
2025 Q4	$222K	Hold	1,798	–	–	0.05%	185
2025 Q3	$217K	Buy	+1,798	New	+$207K	0.06%	187

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

Bill Few Associates's IVW Position: Q2 2026 in Review

Bill Few Associates reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.3% in Q2 2026, selling an estimated $10.3K and leaving 1,720 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #205.

Bill Few Associates first reported a position in IVW in Q3 2025 and has held it in 4 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Bill Few Associates held 1,720 shares of iShares S&P 500 Growth ETF worth $237K as of Q2 2026.
Bill Few Associates sold 78 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $10.3K.
iShares S&P 500 Growth ETF made up 0.05% of Bill Few Associates's portfolio in Q2 2026, its #205 holding.
Bill Few Associates first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.