Buck Wealth Strategies’s iShares S&P 500 Growth ETF IVW Stock Holding History

Buck Wealth Strategies’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	$252K	Sell	1,831 -10,538	-85%	-$1.39M	0.03%	182
2026 Q1	$1.4M	Sell	12,369 -650	-5%	-$78.2K	0.17%	61
2025 Q4	$1.6M	Sell	13,019 -4,030	-24%	-$493K	0.2%	56
2025 Q3	$2.06M	Sell	17,049 -63,745	-79%	-$7.33M	0.28%	52
2025 Q2	$8.9M	Buy	80,794 +14,966	+23%	+$1.48M	1.36%	32
2025 Q1	$6.11M	Sell	65,828 -41,940	-39%	-$4.23M	1.11%	37
2024 Q4	$10.9M	Buy	107,768 +47,892	+80%	+$4.78M	2.27%	15
2024 Q3	$5.73M	Sell	59,876 -2,737	-4%	-$253K	1.8%	35
2024 Q2	$5.79M	Buy	+62,613	New	+$5.4M	1.71%	36
2024 Q1	–	Sell	-62,582	Closed	-$4.7M	–	88
2023 Q4	$4.7M	Sell	62,582 -293	-0.5%	-$20.9K	1.74%	33
2023 Q3	$4.3M	Buy	+62,875	New	+$4.45M	1.73%	36
2022 Q3	$3.63M	Buy	+53,121	New	+$3.45M	1.7%	38

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

Buck Wealth Strategies's IVW Position: Q2 2026 in Review

Buck Wealth Strategies reduced its iShares S&P 500 Growth ETF (IVW) stake by 85% in Q2 2026, selling an estimated $1.39M and leaving 1,831 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #182.

Buck Wealth Strategies first reported a position in IVW in Q3 2022 and has held it in 12 quarters since. The position peaked at $10.9M in Q4 2024. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Buck Wealth Strategies held 1,831 shares of iShares S&P 500 Growth ETF worth $252K as of Q2 2026.
Buck Wealth Strategies sold 10,538 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.39M.
iShares S&P 500 Growth ETF made up 0.03% of Buck Wealth Strategies's portfolio in Q2 2026, its #182 holding.
Buck Wealth Strategies first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and has held it in 12 quarters since.
Buck Wealth Strategies's iShares S&P 500 Growth ETF position peaked at $10.9M in Q4 2024.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.