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

BlackDiamond 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	$208K	Buy	+1,466	New	+$194K	0.08%	216
2024 Q3	–	Sell	-2,739	Closed	-$239K	–	168
2024 Q2	$239K	Buy	+2,739	New	+$236K	0.16%	126
2023 Q1	–	Sell	-5,507	Closed	-$324K	–	123
2022 Q4	$324K	Hold	5,507	–	–	0.37%	69
2022 Q3	$340K	Hold	5,507	–	–	0.41%	66
2022 Q2	$356K	Sell	5,507 -1,190	-18%	-$78.8K	0.44%	65
2022 Q1	$512K	Sell	6,697 -104	-2%	-$7.81K	0.61%	46
2021 Q4	$569K	Buy	+6,801	New	+$548K	0.65%	45

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

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

BlackDiamond Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,466 shares worth $208K. The stake represents 0.08% of the portfolio and ranks #216 among its holdings. This is a return to the name: BlackDiamond Wealth Management previously reported a position in IVW as recently as Q2 2024.

BlackDiamond Wealth Management first reported a position in IVW in Q4 2021 and has held it in 7 quarters since. The position peaked at $569K in Q4 2021. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

BlackDiamond Wealth Management held 1,466 shares of iShares S&P 500 Growth ETF worth $208K as of Q2 2026.
iShares S&P 500 Growth ETF was a new BlackDiamond Wealth Management position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.08% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #216 holding.
BlackDiamond Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 7 quarters since.
BlackDiamond Wealth Management's iShares S&P 500 Growth ETF position peaked at $569K in Q4 2021.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.